OAK INVESTMENTS, LLC
Firm details
- Headquarters
- ROCHESTER, Michigan
- CRD number
- 331923
- Fee structure
- Other
Firm profile
FINTRXOverview
Oak Investments, LLC operates as a limited liability company primarily engaged in accounting activities. The firm does not classify itself under a specific advisory category and is not recognized as a capital allocator. It does not actively pursue Environmental, Social, and Governance (ESG) investments, nor does it operate as a multi-state adviser. The firm has not been newly formed and does not have affiliations with other advisers or pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1PATRICK STRAUSBAUGH
Managing PartnerCRD 4405594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCHESTER, MI
OAKLAND
Location
ROCHESTER, MI
Headquartered in ROCHESTER, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 800 W University Dr
- Time zone
- ET (UTC-5)
- Office locations
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