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MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

940 Century Drive
Suite B
Mechanicsburg, Pennsylvania 17055-4376
Tel: 717-790-9001

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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 StatusApproved
Firm CRD#123322
SEC#801-101544
Assets Managed by Firm$340,449,686
No. of Clients701
No. of Advisors3

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 ClientsAUM
Firm Total701$340,449,686
Individuals (other than high net worth individuals)97$49,084,731
High net worth individuals75$287,989,929
Charitable organizations1$3,375,026

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