Oakwood Capital Securities, Inc.
Firm details
- Headquarters
- Fort Myers, Florida
- CRD number
- 21000
- Registered since
- November 6, 1987
- Website
- www.gardnerfinancialmn.com
Firm profile
FINTRXOverview
Oakwood Capital Securities, Inc. is organized as a corporation with ownership listed as a combination of a domestic entity and an individual. The firm's snapshot records classify it as unclassified and identify it as not serving as a capital allocator. It is not flagged as an active ESG investor, is not designated a multi-state adviser in the source snapshot, and is not marked as a newly formed adviser or a pension consultant. The firm provided no public detail on its advisory or brokerage activities, client segments, or fee structure.
Assets & Accounts
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
Location
Fort Myers, FL
Lee
Location
Fort Myers, FL
Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 15701 S Tamiami Trl
- Time zone
- ET (UTC-5)
- Office locations
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