940 Century Drive
Suite B
Mechanicsburg, Pennsylvania 17055-4376
Tel: 717-790-9001
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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