Oakwood Consulting Services

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

New Hope, Pennsylvania, 18938, United St...

Phone Number

(770) 538-4893

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Oakwood Consulting Services

Oakwood Capital Securities is a registered broker-dealer that offers a range of financial services and products aimed at helping clients achieve their financial goals. The company is committed to maintaining high standards of integrity and professionalism in its client relationships. It provides tailored financial planning and investment advice, particularly for young professionals and business owners. With offices in Fort Myers, FL, and Minneapolis, MN, Oakwood Capital Securities serves a diverse clientele seeking financial freedom.Explore more
Oakwood Consulting Services's Social MediaPopular SearchesOakwood Consulting ServicesOakwood Capital Securities IncSIC Code 62,621NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oakwood Consulting Servic...

<$5M
11-50
Private
-
2013
N/A
<$5M
11-50
Private
<$5M
2006
KP
Katie PritchardContent Strategist & Relationship Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
EC
Enzo CorreaSenior Partner - Advancy Brasil Valuepoint Consultoria
<$5M
1-10
Private
-
2019
JB
Joanna BramerCEO & Principal & Consultant
<$5M
11-50
Private
-
1998
NM
Ndaba MdhlongwaFounder & CEO
<$5M
1-10
Private
-
2014
JF
Jennie FowlerCEO & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oakwood Consulting Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Oakwood Consulting Services Tech Stack

A closer look at the technologies used by Oakwood Consulting Services

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Frequently Asked Questions Regarding Oakwood Consulting Services

What is Oakwood Consulting Services's official website?
Oakwood Consulting Services's official website is www.oakwoodcs.com
What is Oakwood Consulting Services's Revenue?
Oakwood Consulting Services's revenue is <$5 Million
What is Oakwood Consulting Services's SIC code?
Oakwood Consulting Services's SIC: 62,621
What is Oakwood Consulting Services's NAICS code?
Oakwood Consulting Services's NAICS: 52,523
How many employees does Oakwood Consulting Services have?
Oakwood Consulting Services has 11-50 employees
What industry does Oakwood Consulting Services belong to?
Oakwood Consulting Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Oakwood Consulting Services competition?
Oakwood Consulting Services top competitors include: Business Plan Solutions, Lapine Group, Strategic Partners Alliance, Lighthouse Advisory
What technology does Oakwood Consulting Services use?
Some of the popular technologies that Oakwood Consulting Services uses are: Drupal, Cloudflare CDN, AddToAny, Microsoft 365
How do I contact Oakwood Consulting Services?
Oakwood Consulting Services contact info: Phone number: (770) 538-4893 Website: www.oakwoodcs.com
What does Oakwood Consulting Services do?

Oakwood Capital Securities is a registered broker-dealer that offers a range of financial services and products aimed at helping clients achieve their financial goals. The company is committed to maintaining high standards of integrity and professionalism in its client relationships. It provides tailored financial planning and investment advice, pa... rticularly for young professionals and business owners. With offices in Fort Myers, FL, and Minneapolis, MN, Oakwood Capital Securities serves a diverse clientele seeking financial freedom.Read More

What are Oakwood Consulting Services social media links?
Oakwood Consulting Services Linkedin page
Is Oakwood Consulting Services a public company?
Oakwood Consulting Services is private company therefore does not currently have an official ticker symbol
See more information about Oakwood Consulting Services

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