Oake Financial

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

5618 Mcalpine Farm Rd, Charlotte, North ...

Phone Number

(980) 288-6671

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Oake Financial

Oake Financial is an independent, fee-only fiduciary firm dedicated to simplifying money management and investing for a secure future. They provide comprehensive financial planning, investment management, retirement advice, and consulting services, prioritizing the interests of their clients. Founded by Christopher N. Brown, who has over 25 years of experience in the investment sector, the firm aims to be a trusted partner for families in navigating their financial matters. The company's symbol, an oak tree, represents strength, longevity, and commitment to their clients' financial goals.Explore more
Popular SearchesOake Financial LLCSIC Code 62,628NAICS Code 52,523Show more

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Activity Insights

Oake Financial is experiencing very low activity levels compared to other companies in the Finance sector.

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

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Frequently Asked Questions Regarding Oake Financial

What is Oake Financial's official website?
Oake Financial's official website is www.oakefinancial.com
What is Oake Financial's Revenue?
Oake Financial's revenue is <$5 Million
What is Oake Financial's SIC code?
Oake Financial's SIC: 62,628
What is Oake Financial's NAICS code?
Oake Financial's NAICS: 52,523
How many employees does Oake Financial have?
Oake Financial has 11-50 employees
What industry does Oake Financial belong to?
Oake Financial is in the industry of: Finance, Securities Trading
How do I contact Oake Financial?
Oake Financial contact info: Phone number: (980) 288-6671 Website: www.oakefinancial.com
What does Oake Financial do?

Oake Financial is an independent, fee-only fiduciary firm dedicated to simplifying money management and investing for a secure future. They provide comprehensive financial planning, investment management, retirement advice, and consulting services, prioritizing the interests of their clients. Founded by Christopher N. Brown, who has over 25 years o... f experience in the investment sector, the firm aims to be a trusted partner for families in navigating their financial matters. The company's symbol, an oak tree, represents strength, longevity, and commitment to their clients' financial goals.Read More

Is Oake Financial a public company?
Oake Financial is private company therefore does not currently have an official ticker symbol
See more information about Oake Financial

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