Great Oak Wealth Management, Inc
Firm details
- Headquarters
- ,
- CRD number
- 127780
- Website
- www.greatoakadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI54.38%
- Individuals45.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Great Oak Wealth Management, Inc. is an independent, privately owned registered investment adviser that serves individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM fees plus hourly, fixed-fee and other billing arrangements. The firm is not identified as an active ESG investor, is not designated a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents10%
- US Government Bonds1%
Contacts
2 of 2
Shayn Horrocks
Investment Advisor RepresentativeCRD 7497165
James White
PresidentCRD 4746803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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