7077 Fieldcrest Dr.
Suite 400
Brighton, Michigan 48116
Tel: 810-220-4400
OLD OAK FINANCIAL PLANNING, INC, formally registered with the SEC as OLD OAK FINANCIAL PLANNING, INC. The firm was established in 10/15/2019. They have over 1 offices throughout the country.
OLD OAK FINANCIAL PLANNING, INC. is a Brighton, Michigan based Financial Planning firm with nearly $112,835,966 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 122500 |
SEC# | 801-117480 |
Assets Managed by Firm | $112,835,966 |
No. of Clients | 557 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 557 | $112,835,966 |
Individuals (other than high net worth individuals) | 212 | $58,901,856 |
High net worth individuals | 26 | $53,934,110 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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