|
⚲
|
| Oak Crest Advisory LLC
✚
|
|
|---|---|
| CRD # | 304255 |
| SEC # | 801-123423 |
| CIK # | |
| AUM | $70.0 M (2025-03-31) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 585-507-1681 |
| Address | 160 Linden Oaks Rochester, NY 14625 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 15.5 |
| (b) Individuals (high net worth individuals) | 24 | 37.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 434 | 53.5 |
| By Discretionary | ||
| Discretionary | 434 | 53.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 434 | 53.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 53.5 | |
| Total | 434 | 53.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Redwood Advisory LLC
✚
|
NY | 0.1 |
|
Constellation Asset Management Inc
✚
|
NY | 0.1 |
|
API Financial Advisors LLC
✚
|
FL | 0.1 |
|
L&L Partners Wealth Management LLC
✚
|
NY | 0.1 |
|
Castle Rock Investment Company
✚
|
0.1 | |
|
Schaffer & Company Asset Management Inc
✚
|
NY | 0.1 |
|
Sound Advisory LLC
✚
|
0.1 | |
|
Komorebi Global LLC
✚
|
0.1 | |
|
Sage Hill Advisory and Management LLC
✚
|
NY | 0.1 |
|
Pichardo Asset Management Sa de CV
✚
|
0.1 |