Black Oak Investment Management Company
Firm details
- Headquarters
- ,
- CRD number
- 308421
- Website
- blackoakimc.com
- Custodians
- ASCENSUS TRUST, FIDELITY DISTRIBUTORS COMPANY LLC, THE STANDARD
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Black Oak Investment Management Company is organized as an LLC and operates with an individual owner. The firm serves institutional clients and, according to its filings, provides pension consulting services as part of its advisory activities. Its fee model is a percentage of assets under management. Black Oak does not identify as an active ESG investor and is not presented as a multi-state adviser or a capital allocator; it is categorized as unclassified in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Nicholas Blankl
Managing DirectorCRD 5665260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Wealtharch Investment Services, LLC
RIAPasadena, CA
RMP Financial, Inc.
RIAProfessional Financial Advisors Inc
RIASan Juan Capastrano, CA
Rhizome Capital Management LLC
RIAGreystone Investment Advisors, Inc.
RIASpringfield, MO
Blue Jasper Capital LLC
RIAClermont, FL