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 $1,500,665,103 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108874 |
SEC# | 801-23632 |
Assets Managed by Firm | $1,500,665,103 |
No. of Clients | 63 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 63 | $1,500,665,103 |
Individuals (other than high net worth individuals) | Fewer than 5 clients | $65,103 |
High net worth individuals | 29 | $66,900,000 |
Pension and profit sharing plans | 5 | $50,600,000 |
Charitable organizations | 11 | $92,100,000 |
Other investment advisers | Fewer than 5 clients | $62,000,000 |
Corporations or other businesses | Fewer than 5 clients | $8,500,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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