RED OAK FINANCIAL GROUP

403 Allegheny Avenue
Towson, Maryland 21204
Tel: 410-321-0168

About RED OAK FINANCIAL GROUP

RED OAK FINANCIAL GROUP, formally registered with the SEC as RED OAK FINANCIAL GROUP. The firm was established in 01/21/2015. They have over 1 offices throughout the country.

RED OAK FINANCIAL GROUP is a Towson, Maryland based Financial Planning firm with nearly $836,788,025 assets under management, offering retirement planning & investment advisory services to 1700 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166912
SEC#	801-80860
Assets Managed by Firm	$836,788,025
No. of Clients	1700
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1700	$836,788,025
Individuals (other than high net worth individuals)	565	$124,152,588
High net worth individuals	180	$323,666,978
Pension and profit sharing plans	150	$387,651,621
Charitable organizations	Fewer than 5 clients	$215,962
Corporations or other businesses	Fewer than 5 clients	$1,100,876

More Retirement Planning firms in Towson, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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