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Home > Retirement Planners > pennsylvania > mechanicsburg > MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
940 Century Drive
Suite B
Mechanicsburg, Pennsylvania 17055-4376
Tel: 717-790-9001
About MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY, formally registered with the SEC as MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY. The firm was established in 07/31/2015. They have over 1 offices throughout the country.
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY is a Mechanicsburg, Pennsylvania based Financial Planning firm with nearly $340,449,686 assets under management, offering retirement planning & investment advisory services to 701 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123322 |
| SEC# | 801-101544 |
| Assets Managed by Firm | $340,449,686 |
| No. of Clients | 701 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 701 | $340,449,686 |
| Individuals (other than high net worth individuals) | 97 | $49,084,731 |
| High net worth individuals | 75 | $287,989,929 |
| Charitable organizations | 1 | $3,375,026 |
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|---|---|---|---|
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