Oak Associates

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

3875 Embassy Pkwy Ste 250, Akron, Ohio, ...

Phone Number

(330) 668-1234

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Oak Associates

Oak Associates is an investment management firm with over 40 years of experience, specializing in U.S. equity strategies for individual investors, advisors, and institutions. The firm employs a dual-concentrated investment philosophy, focusing on long-term fundamental analysis to identify high-conviction sectors and stocks. Their offerings include a range of mutual funds and separate account management services designed to help clients achieve their financial goals. Oak Associates is committed to remaining fully invested and independent of market indices.Explore more
Oak Associates's Social MediaPopular SearchesOak Associates LtdOak AssociatesOak Investments LLCOak Associates LPOmgf Associates LtdSIC Code 62,628NAICS Code 52,523Show more

Oak Associates Org Chart

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Head Trader

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Director, Operations

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Reimbursement Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oak Associates

<$5M
11-50
Private
-
1985
ST
Sinda TischHead Trader
$8.2M
11-50
Private
<$5M
1991
SS
Scott StChief Financial Officer
$7.3M
11-50
Private
-
1982
JP
John PeckhamChairman & CEO
$6.3M
11-50
Private
<$5M
1963
WW
William WebberPresident & CEO
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Oak Associates Tech Stack

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Frequently Asked Questions Regarding Oak Associates

What is Oak Associates's official website?
Oak Associates's official website is www.oakassociates.com
What is Oak Associates's Revenue?
Oak Associates's revenue is <$5 Million
What is Oak Associates's SIC code?
Oak Associates's SIC: 62,628
What is Oak Associates's NAICS code?
Oak Associates's NAICS: 52,523
How many employees does Oak Associates have?
Oak Associates has 11-50 employees
What industry does Oak Associates belong to?
Oak Associates is in the industry of: Finance, Securities Trading
What is Oak Associates competition?
Oak Associates top competitors include: Journey Capital Advisers, Wellesley Office Park, Boston Advisors, KStone Partners
What technology does Oak Associates use?
Some of the popular technologies that Oak Associates uses are: Microsoft 365, Microsoft Exchange Online
How do I contact Oak Associates?
Oak Associates contact info: Phone number: (330) 668-1234 Website: www.oakassociates.com
What does Oak Associates do?

Oak Associates is an investment management firm with over 40 years of experience, specializing in U.S. equity strategies for individual investors, advisors, and institutions. The firm employs a dual-concentrated investment philosophy, focusing on long-term fundamental analysis to identify high-conviction sectors and stocks. Their offerings include... a range of mutual funds and separate account management services designed to help clients achieve their financial goals. Oak Associates is committed to remaining fully invested and independent of market indices.Read More

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

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