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ONE OAK CAPITAL MANAGEMENT, LLC
ONE OAK CAPITAL MANAGEMENT, LLC
PURCHASE, New York
·
6 registered advisors
·
CRD# 170339
SEC# 801-114497
0
914-205-5821
01
Firm Overview
AUM
$283M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ONE OAK CAPITAL MANAGEMENT, LLC
6 registered advisors
James Neil Crabb
PURCHASE, New York
CRD# 2175143
Joanne Costantini
PURCHASE, New York
CRD# 5766586
John Shaffer
PURCHASE, New York
CRD# 1994128
Joseph Paul Scellato
PURCHASE, New York
CRD# 1113761
Stephen V Ditursi
PURCHASE, New York
CRD# 1424610
Victor Perretti
PURCHASE, New York
CRD# 711988
05
Office Locations
PURCHASE, New York
6 advisors
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Data sourced from SEC Form ADV filings. ONE OAK CAPITAL MANAGEMENT, LLC (CRD# 170339) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.