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OAK ASSOCIATES LTD

3800 Embassy Parkway
Suite 31o
Akron, Ohio 44333
Tel: 330-668-1234

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About OAK ASSOCIATES LTD

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 $1,500,665,103 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108874
SEC#801-23632
Assets Managed by Firm$1,500,665,103
No. of Clients63
No. of Advisors9

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total63$1,500,665,103
Individuals (other than high net worth individuals)Fewer than 5 clients$65,103
High net worth individuals29$66,900,000
Pension and profit sharing plans5$50,600,000
Charitable organizations11$92,100,000
Other investment advisersFewer than 5 clients$62,000,000
Corporations or other businessesFewer than 5 clients$8,500,000

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