Oak Asset Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2535 Townsgate Rd Ste 300, Westlake Vill...

Phone Number

(805) 778-0818

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Oak Asset Management

Oak Asset Management is an independent investment advisory firm that offers advisory services to clients and prospective clients, ensuring compliance with licensing requirements. The firm emphasizes the importance of understanding investment risks and the potential for loss of principal capital. Their website is currently under maintenance, but they provide key information and support through direct contact. Oak Asset Management is committed to delivering tailored investment advice to its clients.Explore more
Oak Asset Management's Social MediaPopular SearchesOak Asset Management LLCOak Asset ManagementOak Brook Asset Management CorpE Asset ManagementLive Oak Asset Management LLCSIC Code 62,628NAICS Code 52,523Show more

Oak Asset Management Org Chart

PhoneEmail
DW
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Managing Partner

PhoneEmail
TR
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Managing Partner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oak Asset Management

<$5M
1-10
Private
-
2004
DW
David WatsonManaging Partner
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
2003
CB
Craig BuhrFinancial Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2011
RW
Richard WelchPresident & Wealth Advisor & Chief Investment Officer
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oak Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oak Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oak Asset Management.

Oak Asset Management Tech Stack

A closer look at the technologies used by Oak Asset Management

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Frequently Asked Questions Regarding Oak Asset Management

What is Oak Asset Management's official website?
Oak Asset Management's official website is www.oakasset.com
What is Oak Asset Management's Revenue?
Oak Asset Management's revenue is <$5 Million
What is Oak Asset Management's SIC code?
Oak Asset Management's SIC: 62,628
What is Oak Asset Management's NAICS code?
Oak Asset Management's NAICS: 52,523
How many employees does Oak Asset Management have?
Oak Asset Management has 1-10 employees
What industry does Oak Asset Management belong to?
Oak Asset Management is in the industry of: Finance, Securities Trading
What is Oak Asset Management competition?
Oak Asset Management top competitors include: Journey Capital Advisers, Stockade Wealth Management, Banyan Private Wealth, Academy Wealth Advisers
What technology does Oak Asset Management use?
Some of the popular technologies that Oak Asset Management uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Oak Asset Management?
Oak Asset Management contact info: Phone number: (805) 778-0818 Website: www.oakasset.com
What does Oak Asset Management do?

Oak Asset Management is an independent investment advisory firm that offers advisory services to clients and prospective clients, ensuring compliance with licensing requirements. The firm emphasizes the importance of understanding investment risks and the potential for loss of principal capital. Their website is currently under maintenance, but the... y provide key information and support through direct contact. Oak Asset Management is committed to delivering tailored investment advice to its clients.Read More

What are Oak Asset Management social media links?
Oak Asset Management Linkedin page Oak Asset Management Facebook page
Is Oak Asset Management a public company?
Oak Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Oak Asset Management

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