OAK LANE ADVISORS
Tel: 801-335-8200 1222 W. Legacy Crossing Blvd Suite 6 Centerville, Utah 84014
About OAK LANE ADVISORS
OAK LANE ADVISORS is a Centerville, Utah based financial advisory firm with nearly $305,164,237 in assets under management and provides investment advisory services for 2127 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
140612
Firm SEC#:
801-116880
Assets Under Management:
$305,164,237
No. of Clients:
2127
No. of Advisors:
6
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
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