OAK ASSET MANAGEMENT, LLC
Tel: (805) 778-0818 2535 Townsgate Road Suite 300 Westlake Village, California 91361
About OAK ASSET MANAGEMENT, LLC
OAK ASSET MANAGEMENT, LLC is a Westlake Village, California based financial advisory firm with nearly $383,244,730 in assets under management and provides investment advisory services for 741 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
287856
Firm SEC#:
801-110296
Assets Under Management:
$383,244,730
No. of Clients:
741
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services
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