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OAK ASSET MANAGEMENT, LLC
OAK ASSET MANAGEMENT, LLC
WESTLAKE VILLAGE, California
·
4 registered advisors
·
CRD# 287856
SEC# 801-110296
2
(805) 778-0818
01
Firm Overview
AUM
$349M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at OAK ASSET MANAGEMENT, LLC
4 registered advisors
David Brian Watson
WESTLAKE VILLAGE, California
CRD# 1433381
Jack Travis Noe
WESTLAKE VILLAGE, California
CRD# 1226622
Janet Marie Robinson
WESTLAKE VILLAGE, California
CRD# 1260217
Thomas Joseph Robertson
WESTLAKE VILLAGE, California
CRD# 2787862
05
Office Locations
WESTLAKE VILLAGE, California
4 advisors
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Data sourced from SEC Form ADV filings. OAK ASSET MANAGEMENT, LLC (CRD# 287856) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.