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Financial Advisor
California
Westlake Village
OAK ASSET MANAGEMENT, LLC

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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