OAK ADVISORS, LLC - Financial Advisor in South Carolina, Bluffton

Tel: 843-757-9339 3 Clark Summit Drive Suite 201 Bluffton, South Carolina 29910

About OAK ADVISORS, LLC

OAK ADVISORS, LLC is a Bluffton, South Carolina based financial advisory firm with nearly $209,512,283 in assets under management and provides investment advisory services for 463 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

137192

Firm SEC#:

801-64842

Assets Under Management:

$209,512,283

No. of Clients:

463

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in South Carolina, Bluffton

FirmCRD#:118794

SEC#:801-58083

No. of Advisors:3

No. of Clients:644

AUM:$164,268,600

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

THE BEDMINSTER GROUP

118794

801-58083

644

$164,268,600

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