RED OAK CAPITAL MANAGEMENT, INC.

OAK BROOK, Illinois·2 registered advisors·CRD# 284188
SEC# 801-1127684(630) 352-0051
01

Firm Overview

AUM
$85M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RED OAK CAPITAL MANAGEMENT, INC.

2 registered advisors
John Mccreary Susin
OAK BROOK, Illinois
Philip Arthur Gleason
CHICAGO, Illinois
05

Office Locations

CHICAGO, Illinois
1 advisor
OAK BROOK, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. RED OAK CAPITAL MANAGEMENT, INC. (CRD# 284188) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.