Oakwood Wealth Advisors Ltd.
Oakwood Wealth Advisors Ltd. (CRD# 164656) is a financial advisory firm headquartered in Naperville, IL. They manage $12,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Oakwood Wealth Advisors Ltd.
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$200,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Oakwood Wealth Advisors Ltd.
1
Darryl Franklin (CRD# 5643121) is an Investment Advisor Representative working at Oakwood Wealth Advisors Ltd. in Naperville, IL and has over 14 years of experience in the finance industry.
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