Falists
← Back to search

RED OAK FINANCIAL GROUP

RED OAK FINANCIAL GROUP, LLC

CRD 166912 · SEC 801-80860

Visit website

403 ALLEGHENY AVENUE, TOWSON, MD, 21204, United States

Phone

410-321-0168

Fax

410-321-0169

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.04B

Discretionary AUM

$616.7M

Team

20 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals1051$615.5M
Pension/profit sharing plans151$423.5M

States served

DE, DC, LA, MD, NY, NC, PA, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD