Oak Trail Advisors LLC
- Assets, Funds, Holdings
| Oak Trail Advisors LLC
|
| CRD # | 296842 |
| SEC # | 801-113226 |
| CIK # | |
| AUM |
|
| Employees |
6 (33% Investors, 0% Brokers)
|
| Phone | 419-842-0334 |
| Address | 6591 W Central Ave
Toledo, OH 43617 |
| Source |
[IAPD]
|
|
Total AUM ($MM)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
370
|
88.8 |
| (b) Individuals (high net worth individuals) |
130
|
43.0 |
| (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 |
93 |
71.0 |
| (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 |
1,545 |
202.8 |
| By Discretionary |
| Discretionary |
1,356 |
155.8 |
| Non-Discretionary |
189 |
47.1 |
| Total |
1,545 |
202.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
1.5 |
| United States Persons |
|
201.3 |
| Total |
1,545 |
202.8 |
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