OAK & REED CAPITAL MANAGEMENT, LLC

BROOKLYN, New York·2 registered advisors·CRD# 158867
SEC# 801-72921646-926-2573
01

Firm Overview

AUM
$11M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at OAK & REED CAPITAL MANAGEMENT, LLC

2 registered advisors
Ravi (nmn) Malhotra
BROOKLYN, New York
Sanjay (nmn) Malhotra
BROOKLYN, New York
05

Office Locations

BROOKLYN, New York
2 advisors

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Data sourced from SEC Form ADV filings. OAK & REED CAPITAL MANAGEMENT, LLC (CRD# 158867) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.