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OLD OAK FINANCIAL PLANNING, INC.

Tel: 810-220-4400
7077 Fieldcrest Dr.
Suite 400
Brighton, Michigan  48116

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OLD OAK FINANCIAL PLANNING, INC.

OLD OAK FINANCIAL PLANNING, INC. is a Brighton, Michigan based financial advisory firm with nearly $134,659,790 in assets under management and provides investment advisory services for 617 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

122500

SEC#:

801-117480

No. of Clients:

617

Assets under Management

$134,659,790

No. of Advisors:

2

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