Oakridge Financial Planning LLC
RIAState Registered
Total AUM
$90.7K
Discretionary
$0
0% of AUM
Avg account
$18.1K
Accounts
5
Employees
1
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 335725
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Oakridge Financial Planning LLC is an independent, individually owned limited liability company that provides financial planning and portfolio management primarily to individual and family clients. Its advisory services list financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It is state-registered in Idaho and Texas, does not position itself as a capital allocator, and does not identify as an active ESG investor.
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
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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