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Joanne Costantini

ONE OAK CAPITAL MANAGEMENT, LLC·PURCHASE, New York
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287 BOWMAN AVE., PURCHASE, NY 10577CRD# 5766586Firm CRD# 170339
01

About

Joanne Costantini is a registered financial advisor based in PURCHASE, New York, affiliated with ONE OAK CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ONE OAK CAPITAL MANAGEMENT, LLC
ONE OAK CAPITAL MANAGEMENT, LLC
AUM
$283M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ONE OAK CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5766586
Firm CRD# 170339
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joanne Costantini offer?
Joanne Costantini specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PURCHASE, New York for a consultation.
What are Joanne Costantini's credentials?
Joanne Costantini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joanne Costantini located?
Joanne Costantini is based in PURCHASE, New York, working with ONE OAK CAPITAL MANAGEMENT, LLC. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.
How does Joanne Costantini charge for services?
Joanne Costantini's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONE OAK CAPITAL MANAGEMENT, LLC?
ONE OAK CAPITAL MANAGEMENT, LLC has approximately 12 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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