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James Dravo Oelschlager

OAK ASSOCIATES LTD·AKRON, Ohio
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3800 EMBASSY PARKWAY, AKRON, OH 44333CRD# 2238569Firm CRD# 108874
01

About

James Dravo Oelschlager is a registered financial advisor based in AKRON, Ohio, affiliated with OAK ASSOCIATES LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
OAK ASSOCIATES LTD
OAK ASSOCIATES LTD
AUM
$1.5B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at OAK ASSOCIATES LTD →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2238569
Firm CRD# 108874
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Dravo Oelschlager offer?
James Dravo Oelschlager specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AKRON, Ohio for a consultation.
What are James Dravo Oelschlager's credentials?
James Dravo Oelschlager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Dravo Oelschlager located?
James Dravo Oelschlager is based in AKRON, Ohio, working with OAK ASSOCIATES LTD. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does James Dravo Oelschlager charge for services?
James Dravo Oelschlager's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK ASSOCIATES LTD?
OAK ASSOCIATES LTD has approximately 9 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in AKRON
Tina Tan Oelschlager — OELSCHLAGER INVESTMENTS LLCDavid Kenton Critzer — VALMARK ADVISERS INCAaron Winfield Seil — TRUE WEALTH DESIGN, LLCChristopher Brian Thom — SEQUOIA FINANCIAL ADVISORS, L.L.C.Thomas Michael Presper — PRESPER FINANCIAL ARCHITECTS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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