|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Old Oak Financial Planning Inc
✚
|
|
|---|---|
| CRD # | 122500 |
| SEC # | 801-117480 |
| CIK # | |
| AUM | $153.3 M (2025-03-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 810-220-4400 |
| Address | 7077 Fieldcrest Dr Brighton, MI 48116 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 62.9 |
| (b) Individuals (high net worth individuals) | 42 | 90.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 625 | 153.3 |
| By Discretionary | ||
| Discretionary | 365 | 101.2 |
| Non-Discretionary | 260 | 52.2 |
| Total | 625 | 153.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 151.5 | |
| Total | 625 | 153.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stonehaven Wealth & Tax Solutions LLC
✚
|
WI | 0.2 |
|
The Keystone Financial Alliance LLC
✚
|
GA | 0.2 |
|
New Dimensions Wealth Management LLC
✚
|
TX | 0.2 |
|
Curat Global LLC
✚
|
0.2 | |
|
KUHN & Company Investment Counsel LLC
✚
|
IL | 0.2 |
|
Retirement Financial Group LLC
✚
|
TX | 0.2 |
|
Wincap Financial LLC
✚
|
MA | 0.2 |
|
Torrey Wealth LLC
✚
|
CA | 0.2 |
|
OFC Financial Planning LLC
✚
|
0.2 | |
|
Taylor Securities Services Inc
✚
|
PA | 0.2 |