Oak Root
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1059 Summit Rd, Montecito, California, 9...Phone Number
(646) 596-4249Website
www.oakrootllc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Oak Root
Oak Root LLC is a registered investment advisor dedicated to serving private clients and their families. The company employs a client-centric approach, grounded in rigorous academic research and a deep understanding of market dynamics. They prioritize a family-first mindset in their investment strategies. New clients are accepted exclusively through referrals to maintain their high level of service.Explore more
Oak Root Org Chart
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Activity Insights
Oak Root is experiencing very low activity levels compared to other companies in the Finance sector.
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Oak Root Tech Stack
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Oak Root LLC is a registered investment advisor dedicated to serving private clients and their families. The company employs a client-centric approach, grounded in rigorous academic research and a deep understanding of market dynamics. They prioritize a family-first mindset in their investment strategies. New clients are accepted exclusively throug... Read More
