OAK CITY CONSULTING, LLC

WAKE FOREST, North Carolina·1 registered advisor·CRD# 162220
SEC# 801-744680919-844-6450
01

Firm Overview

AUM
$783M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Other: LICENSE FEE
03

Specialties

Investment ManagementWealth Management
04

Advisors at OAK CITY CONSULTING, LLC

1 registered advisor
Ross Phillip Roggensack
WAKE FOREST, North Carolina
05

Office Locations

WAKE FOREST, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. OAK CITY CONSULTING, LLC (CRD# 162220) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.