Solid Oak Advisory
Solid Oak Advisory (CRD# 300575) is a financial advisory firm headquartered in , . They manage $3,535,000 in 35 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Solid Oak Advisory
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$101,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, PA
Financial Advisors at Solid Oak Advisory
1
Michael Masilunas (CRD# 4958234) is an Investment Advisor Representative working at Solid Oak Advisory in Mcmurray, PA and has over 15 years of experience in the finance industry.
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