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OAK CITY CONSULTING, LLC
Tel: 919-844-6450
214 E Jones Ave Wake Forest, North Carolina 27587
OAK CITY CONSULTING, LLC
OAK CITY CONSULTING, LLC is a Wake Forest, North Carolina based financial advisory firm with nearly $782,530,591 in assets under management and provides investment advisory services for 245 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (THE COMPANY IS ENGAGED IN LICENSING AS AN INDEX PROVIDER TO EXCHANGE TRADED FUNDS ("ETFS"))
Fee Structure:
A percentage of AUM, Other (LICENSE FE
Firm CRD#:
162220
SEC#:
801-74468
No. of Clients:
245
Assets under Management
$782,530,591
No. of Advisors:
6
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