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Home > Retirement Planners > new york > purchase > ONE OAK CAPITAL MANAGEMENT, LLC
ONE OAK CAPITAL MANAGEMENT, LLC
287 Bowman Ave.
Purchase, New York 10577
Tel: 914-205-5821
About ONE OAK CAPITAL MANAGEMENT, LLC
ONE OAK CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ONE OAK CAPITAL MANAGEMENT, LLC. The firm was established in 01/28/2019. They have over 1 offices throughout the country.
ONE OAK CAPITAL MANAGEMENT, LLC is a Purchase, New York based Financial Planning firm with nearly $283,111,904 assets under management, offering retirement planning & investment advisory services to 372 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170339 |
| SEC# | 801-114497 |
| Assets Managed by Firm | $283,111,904 |
| No. of Clients | 372 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 372 | $283,111,904 |
| Individuals (other than high net worth individuals) | 336 | $79,990,006 |
| High net worth individuals | 28 | $63,733,802 |
| Pension and profit sharing plans | 1 | $757,699 |
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