3800 Embassy Parkway
Suite 31o
Akron, Ohio 44333
Tel: 330-668-1234
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 $1,341,000,000 assets under management, offering retirement planning & investment advisory services to 83 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108874 |
SEC# | 801-23632 |
Assets Managed by Firm | $1,341,000,000 |
No. of Clients | 83 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 83 | $1,341,000,000 |
High net worth individuals | 44 | $67,500,000 |
Pension and profit sharing plans | 5 | $38,200,000 |
Charitable organizations | 13 | $93,300,000 |
Other investment advisers | Fewer than 5 clients | $53,000,000 |
Corporations or other businesses | 7 | $70,200,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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