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OAK MAPLE FINANCE, LLC
CRD 322908
35 KING STREET, SUITE 10, BURLINGTON, VT, 05401, United States
Phone
(802) 662-2880
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$92.5M
Discretionary AUM
$92.5M
Team
5 total employees; 2 advisory reps; 30 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $80.9M |
| High net worth individuals | 24 | $11.7M |
All web addresses on file
Official SEC filing: View on IAPD