FIRST OAK WEALTH MANAGEMENT, LLC
Tel: 919-421-1555 9131 Anson Way Suite 200 Raleigh, North Carolina 27615
About FIRST OAK WEALTH MANAGEMENT, LLC
FIRST OAK WEALTH MANAGEMENT, LLC is a Raleigh, North Carolina based financial advisory firm with nearly $252,846,315 in assets under management and provides investment advisory services for 609 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
288316
Firm SEC#:
801-113049
Assets Under Management:
$252,846,315
No. of Clients:
609
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors
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