Old Oak Advisors, LLC
Old Oak Advisors, LLC (CRD# 159893) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $13,205,000 in 90 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts90ACCOUNTS
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Average Account Value$146,722
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, LA, TX
Financial Advisors at Old Oak Advisors, LLC
1
Jeffrey Florio (CRD# 6012087) is an Investment Advisor Representative working at Old Oak Advisors, LLC in Vestavia Hills, AL and has over 12 years of experience in the finance industry.
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