Great Oak Wealth Management, Inc.
Great Oak Wealth Management, Inc. (CRD# 127780) is a financial advisory firm headquartered in , . They manage $73,600,000 in 325 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Great Oak Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management74MILLION
-
Total Number of Accounts325ACCOUNTS
-
Average Account Value$226,462
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Great Oak Wealth Management, Inc.
1
Gillian McCarthy (CRD# 5926812) is an Investment Advisor Representative working at Great Oak Wealth Management, Inc. in Pottstown, PA and has over 10 years of experience in the finance industry.
2
James White (CRD# 4746803) is an Investment Advisor Representative working at Great Oak Wealth Management, Inc. in Pottstown, PA and has over 20 years of experience in the finance industry.
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