OAK HARBOR WEALTH PARTNERS, LLC
Tel: 919-800-0705 3101 Glenwood Avenue Suite 102 Raleigh, North Carolina 27612
About OAK HARBOR WEALTH PARTNERS, LLC
OAK HARBOR WEALTH PARTNERS, LLC is a Raleigh, North Carolina based financial advisory firm with nearly $566,030,883 in assets under management and provides investment advisory services for 1397 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
311528
Firm SEC#:
801-122270
Assets Under Management:
$566,030,883
No. of Clients:
1397
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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