OLD OAK ADVISORS, LLC
Firm details
- Headquarters
- VESTAVIA HILLS, Alabama
- CRD number
- 159893
- Website
- www.oldoakadvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.76%
- HNWI38.5%
- Pension & Profit Sharing Plans4.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Old Oak Advisors, LLC is a small, privately owned investment advisory firm that focuses on portfolio management for individuals and small businesses. The firm structures fees through asset-based charges as well as hourly and fixed-fee arrangements. Its client base is concentrated on individual and family relationships rather than institutional mandates. Old Oak does not present itself as a multi-state adviser, a pension consultant, or a capital allocator, and it does not identify as an active ESG investor.
Assets & Accounts
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 Funds49%
- Exchange Traded Equities30%
- Cash & Cash Equivalents13%
- Derivatives8%
Contacts
1 of 1JEFFREY FLORIO
FounderCRD 6012087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VESTAVIA HILLS, AL
JEFFERSON
Location
VESTAVIA HILLS, AL
Headquartered in VESTAVIA HILLS, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 1025 Montgomery Hwy
- Time zone
- CT (UTC-6)
- Office locations
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