Oak Root LLC

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Assets, Funds, Holdings

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CAFR Data
Oak Root LLC
CRD #246788
SEC #801-100400
CIK #
AUM $417.5 MM (99% Disc, 100% US)
Employees1 (100% Investors, 0% Brokers)
Phone805-395-9767
Address1059 Summit Road
Montecito, CA 93108
Source [IAPD]
Total AUM ($MM)
4653722791869302011201420172020
Comparable Firms State AUM ($BB)
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Sarasin Asset Management Limited
0.4
Summit Wealth & Retirement Planning Inc
CA 0.4
Sky Investment Group LLC
CT 0.4
Sterne AGEE Asset Management Inc
AL 0.4
Alpha Omega Wealth Management LLC
VA 0.4
Foster Victor Wealth Advisors LLC
SC 0.4
Mariner Wealth Advisors-Omaha LLC
KS 0.4
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