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OAK ASSOCIATES LTD
OAK ASSOCIATES LTD
AKRON, Ohio
·
6 registered advisors
·
CRD# 108874
SEC# 801-23632
0
330-668-1234
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at OAK ASSOCIATES LTD
6 registered advisors
Carol Lynn Zollars
AKRON, Ohio
CRD# 7086043
Donna Lou Barton
AKRON, Ohio
CRD# 2724043
James Dravo Oelschlager
AKRON, Ohio
CRD# 2238569
Margaret Lynn Ballinger
AKRON, Ohio
CRD# 2794028
Robert Donald Stimpson
AKRON, Ohio
CRD# 2702926
Sandra Helen Noll
AKRON, Ohio
CRD# 4780754
05
Office Locations
AKRON, Ohio
6 advisors
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Data sourced from SEC Form ADV filings. OAK ASSOCIATES LTD (CRD# 108874) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.