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OAK LANE ADVISORS

Tel: 801-335-8200
1222 W. Legacy Crossing Blvd
Suite 6
Centerville, Utah  84014

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OAK LANE ADVISORS

OAK LANE ADVISORS is a Centerville, Utah based financial advisory firm with nearly $305,164,237 in assets under management and provides investment advisory services for 2127 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

140612

SEC#:

801-116880

No. of Clients:

2127

Assets under Management

$305,164,237

No. of Advisors:

6

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