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OLD OAK ADVISORS, LLC
CRD 159893
1025 MONTGOMERY HWY., SUITE 113, VESTAVIA HILLS, AL, 35216, United States
Phone
205-538-2440
Fax
888-474-8074
Registration
— (—)
Source
State registered
Total AUM
$24.8M
Discretionary AUM
$22.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $14.1M |
All web addresses on file
Official SEC filing: View on IAPD