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ONE OAK CAPITAL MANAGEMENT, LLC

Tel: 914-205-5821
287 Bowman Ave.
Purchase, New York  10577

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ONE OAK CAPITAL MANAGEMENT, LLC

ONE OAK CAPITAL MANAGEMENT, LLC is a Purchase, New York based financial advisory firm with nearly $283,111,904 in assets under management and provides investment advisory services for 372 clients. There are currently 12 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

170339

SEC#:

801-114497

No. of Clients:

372

Assets under Management

$283,111,904

No. of Advisors:

12

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