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Home > Retirement Planners > iowa > west des moines > OAK ASSOCIATES LTD
OAK ASSOCIATES LTD
3800 Embassy Parkway
Suite 31o
Akron, Ohio 44333
Tel: 330-668-1234
About OAK ASSOCIATES LTD
OAK ASSOCIATES LTD, formally registered with the SEC as OAK ASSOCIATES LTD. The firm was established in 03/13/1985. They have over 1 offices throughout the country.
OAK ASSOCIATES LTD is a Akron, Ohio based Financial Planning firm with nearly $1,500,665,103 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108874 |
| SEC# | 801-23632 |
| Assets Managed by Firm | $1,500,665,103 |
| No. of Clients | 63 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 63 | $1,500,665,103 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $65,103 |
| High net worth individuals | 29 | $66,900,000 |
| Pension and profit sharing plans | 5 | $50,600,000 |
| Charitable organizations | 11 | $92,100,000 |
| Other investment advisers | Fewer than 5 clients | $62,000,000 |
| Corporations or other businesses | Fewer than 5 clients | $8,500,000 |
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