ONE OAK CAPITAL MANAGEMENT, LLC
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
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
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