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SOLID OAK ADVISORY

SOLID OAK PLANNING CO

CRD 300575

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100 SOUTH COMMONS, SUITE 102, PITTSBURGH, PA, 15212, United States

Phone

(724) 221-7272

Fax

(724) 221-7272

Registration

— (—)

Source

State registered

Total AUM

$1.8M

Discretionary AUM

$1.8M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals8$1.8M

All web addresses on file

Official SEC filing: View on IAPD