Northern Oak Wealth Management Inc

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Assets, Funds, Holdings

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Northern Oak Wealth Management Inc
CRD #105435
SEC #801-11335
CIK #1138486
AUM $758.4 MM (100% Disc, 100% US)
Employees6 (50% Investors, 0% Brokers)
Phone414-278-0590
Address555 E Wells Street, Suite 1625
Milwaukee, WI 53202
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVW 34.4
IVE 25.0
IJK 20.9
IJJ 14.7
MSFT 865,660.0 13.4
JPM 341,670.0 12.4
IJS 11.9
IJT 11.8
IVV 11.6
AAPL 843,560.0 11.4
View All
Holdings by Sector ($BB)
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