ONE OAK CAPITAL MANAGEMENT, LLC - Financial Advisor in New York, Purchase

Tel: 914-205-5821 287 Bowman Ave. Purchase, New York 10577

About ONE OAK CAPITAL MANAGEMENT, LLC

ONE OAK CAPITAL MANAGEMENT, LLC is a Purchase, New York based financial advisory firm with nearly $283,111,904 in assets under management and provides investment advisory services for 372 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

170339

Firm SEC#:

801-114497

Assets Under Management:

$283,111,904

No. of Clients:

372

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based

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