OAK CREST ADVISORY, LLC

160 Linden Oaks
Rochester, New York 14625
Tel: 585-507-1681

About OAK CREST ADVISORY, LLC

OAK CREST ADVISORY, LLC, formally registered with the SEC as OAK CREST ADVISORY, LLC. The firm was established in 03/11/2022. They have over 1 offices throughout the country.

OAK CREST ADVISORY, LLC is a Rochester, New York based Financial Planning firm with nearly $51,737,420 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304255
SEC#	801-123423
Assets Managed by Firm	$51,737,420
No. of Clients	337
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	337	$51,737,420
Individuals (other than high net worth individuals)	134	$24,073,722
High net worth individuals	33	$27,663,698

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