OAK ROOT LLC

1 registered advisor·CRD# 246788
SEC# 801-1004001805-395-9767
01

Firm Overview

AUM
$777M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Other: SELECTION OF OTHER ADVISERS FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OAK ROOT LLC

1 registered advisor
Kevin Charles Root
MONTECITO, California
05

Office Locations

MONTECITO, California
1 advisor

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Data sourced from SEC Form ADV filings. OAK ROOT LLC (CRD# 246788) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.