Oak Street Advisory Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 283444
- Website
- www.oakstreetadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.02%
- Individuals28.98%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oak Street Advisory Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm concentrates on serving individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its client billing mixes percentage-of-AUM fees with hourly charges and fixed-fee engagements. The firm does not present itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant in the available filing.
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
- Non-Exchange Traded Equities83%
- Exchange Traded Equities11%
- Cash & Cash Equivalents6%
Contacts
2 of 2
Aileen Danley
Financial PlannerCRD 5673288
Meghan Coolbaugh
PresidentCRD 6355426
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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