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OAK CREST ADVISORY, LLC

Tel: 585-507-1681
160 Linden Oaks
Rochester, New York  14625

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OAK CREST ADVISORY, LLC

OAK CREST ADVISORY, LLC is a Rochester, New York based financial advisory firm with nearly $51,737,420 in assets under management and provides investment advisory services for 337 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

304255

SEC#:

801-123423

No. of Clients:

337

Assets under Management

$51,737,420

No. of Advisors:

3

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