OAK CITY CONSULTING, LLC

Tel: 919-844-6450 214 E Jones Ave Wake Forest, North Carolina 27587

About OAK CITY CONSULTING, LLC

OAK CITY CONSULTING, LLC is a Wake Forest, North Carolina based financial advisory firm with nearly $782,530,591 in assets under management and provides investment advisory services for 245 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

162220

Firm SEC#:

801-74468

Assets Under Management:

$782,530,591

No. of Clients:

245

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (THE COMPANY IS ENGAGED IN LICENSING AS AN INDEX PROVIDER TO EXCHANGE TRADED FUNDS ("ETFS"))

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