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OAK LANE ADVISORS
1222 W. Legacy Crossing Blvd
Suite 6
Centerville, Utah 84014
Tel: 801-335-8200
About OAK LANE ADVISORS
OAK LANE ADVISORS, formally registered with the SEC as OAK LANE ADVISORS. The firm was established in 06/28/2019. They have over 2 offices throughout the country.
OAK LANE ADVISORS is a Centerville, Utah based Financial Planning firm with nearly $305,164,237 assets under management, offering retirement planning & investment advisory services to 2127 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140612 |
| SEC# | 801-116880 |
| Assets Managed by Firm | $305,164,237 |
| No. of Clients | 2127 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
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 | 2127 | $305,164,237 |
| Individuals (other than high net worth individuals) | 538 | $73,210,607 |
| High net worth individuals | 255 | $231,130,409 |
| Corporations or other businesses | 9 | $823,221 |
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|---|---|---|---|
| $47,001,314,000 | 132 | 2300 | |
| $26,663,066,907 | 237 | 90 | |
| $8,777,551,735 | 33539 | 17 | |
| $6,821,969,061 | 3884 | 72 | |
| $6,672,033,386 | 1963 | 24 |
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