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OAK TRAIL ADVISORS, LLC
OAK TRAIL ADVISORS, LLC
OAK TRAIL ADVISORS
TOLEDO, Ohio
·
1 registered advisor
·
CRD# 296842
SEC# 801-113226
0
419.842.0334
01
Firm Overview
AUM
$203M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at OAK TRAIL ADVISORS, LLC
1 registered advisor
Brittany Nicole Blazey
TOLEDO, Ohio
CRD# 6217133
05
Office Locations
TOLEDO, Ohio
1 advisor
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Data sourced from SEC Form ADV filings. OAK TRAIL ADVISORS, LLC (CRD# 296842) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.