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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