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OAK FINANCIAL GROUP INC
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Assets Under Management
$146.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 145.3M |
| Non-Discretionary | 1.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 106293 |
| SEC Number | 801-40926 |
| Phone | 203-329-9043 |
| Fax | 203-968-9152 |
| Total Employees | 4 |
Client Count by Type (133 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 80 |
| Individuals (other than H… | 42 |
| Pension/Profit Sharing Pl… | 11 |
County data not available for this organization.