OakGrove Wealth Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

27787 Novi Rd, Novi, Michigan, 48377, Un...

Phone Number

(248) 491-3570

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About OakGrove Wealth Management

OakGrove Wealth Management is a Registered Investment Adviser based in Michigan, dedicated to simplifying the complex world of finance for families, individuals, and businesses. The firm offers tailored financial consulting services, including investment strategy, portfolio management, and tax and estate planning, focusing on clients' specific goals and needs. With over 20 years of experience, OakGrove provides innovative financial management through its proprietary stock funds and disciplined investment strategies. Their holistic approach ensures clients understand how all aspects of their financial picture work together for long-term success.Explore more
OakGrove Wealth Management's Social MediaPopular SearchesOakGrove Wealth ManagementOak Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

OakGrove Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OakGrove Wealth Managemen...

<$5M
1-10
Private
-
2003
JS
Joseph StevensAccount Executive
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
-
SF
Scott FloersheimOwner and Advisor
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

OakGrove Wealth Management Tech Stack

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Frequently Asked Questions Regarding OakGrove Wealth Management

What is OakGrove Wealth Management's official website?
OakGrove Wealth Management's official website is www.oakgrovewm.com
What is OakGrove Wealth Management's Revenue?
OakGrove Wealth Management's revenue is <$5 Million
What is OakGrove Wealth Management's SIC code?
OakGrove Wealth Management's SIC: 62,628
What is OakGrove Wealth Management's NAICS code?
OakGrove Wealth Management's NAICS: 52,523
How many employees does OakGrove Wealth Management have?
OakGrove Wealth Management has 1-10 employees
What industry does OakGrove Wealth Management belong to?
OakGrove Wealth Management is in the industry of: Finance, Securities Trading
What is OakGrove Wealth Management competition?
OakGrove Wealth Management top competitors include: Furlong Investment Solutions, Goodrich and Associates, Banyan Private Wealth, Clarity Capital Advisors
What technology does OakGrove Wealth Management use?
Some of the popular technologies that OakGrove Wealth Management uses are: BlueHost
How do I contact OakGrove Wealth Management?
OakGrove Wealth Management contact info: Phone number: (248) 491-3570 Website: www.oakgrovewm.com
What does OakGrove Wealth Management do?

OakGrove Wealth Management is a Registered Investment Adviser based in Michigan, dedicated to simplifying the complex world of finance for families, individuals, and businesses. The firm offers tailored financial consulting services, including investment strategy, portfolio management, and tax and estate planning, focusing on clients' specific goal... s and needs. With over 20 years of experience, OakGrove provides innovative financial management through its proprietary stock funds and disciplined investment strategies. Their holistic approach ensures clients understand how all aspects of their financial picture work together for long-term success.Read More

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

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