RED OAK FINANCIAL GROUP - Financial Advisor in Maryland, Towson

Tel: 410-321-0168 403 Allegheny Avenue Towson, Maryland 21204

About RED OAK FINANCIAL GROUP

RED OAK FINANCIAL GROUP is a Towson, Maryland based financial advisory firm with nearly $836,788,025 in assets under management and provides investment advisory services for 1700 clients. There are currently 19 financial advisors at the firm.

General Information

Firm CRD#:

166912

Firm SEC#:

801-80860

Assets Under Management:

$836,788,025

No. of Clients:

1700

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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4625

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1456

$959,418,000

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