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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 $1,341,000,000 assets under management, offering retirement planning & investment advisory services to 83 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$1,341,000,000
No. of Clients83
No. of Advisors9

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total83$1,341,000,000
High net worth individuals44$67,500,000
Pension and profit sharing plans5$38,200,000
Charitable organizations13$93,300,000
Other investment advisersFewer than 5 clients$53,000,000
Corporations or other businesses7$70,200,000

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