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RUNNING OAK CAPITAL LLC

Tel: 919-656-3712
4519 W 56th St
Edina, Minnesota  55424

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RUNNING OAK CAPITAL LLC

RUNNING OAK CAPITAL LLC is a Edina, Minnesota based financial advisory firm with nearly $533,731,999 in assets under management and provides investment advisory services for 853 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Other (SUB-ADVISORY SERVICES; BASE PAY PLUS DISCRETIONARY BONUS)

Fee Structure:

A percentage of AUM, Other (BASE PAY PLUS DISCRETIONARY BONU

Firm CRD#:

286656

SEC#:

801-110116

No. of Clients:

853

Assets under Management

$533,731,999

No. of Advisors:

2

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