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OAK & REED CAPITAL MANAGEMENT, LLC
OAK & REED CAPITAL MANAGEMENT, LLC
BROOKLYN, New York
·
1 registered advisor
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CRD# 158867
SEC# 801-72921
646-926-2573
01
Firm Overview
AUM
$11M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
1
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 Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at OAK & REED CAPITAL MANAGEMENT, LLC
1 registered advisor
Ravi (nmn) Malhotra
BROOKLYN, New York
CRD# 2857898
05
Office Locations
BROOKLYN, New York
1 advisor
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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
.