About Oak Asset Management
Oak Asset Management is a Financial Services company based in Westlake Village (United States) founded in 2004. It offers portfolio management and investment advice for affluent individuals and families. It operates on a B2B and B2C model. Oak Asset Management offers products and services including Portfolio Management, Retirement Income Analysis, Portfolio Risk Analysis, and 401(k) Allocation Consulting. Its focus areas include Finance, Investment Tech, Retirement Planning and Income Analysis. Its legal entity is Oak Asset Management, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Oak Asset Management is an independent investment advisory firm that designs, manages, and monitors portfolios for affluent individuals, families, and corporate investors. They provide services like portfolio management, retirement income analysis, and risk assessment to navigate complex financial markets. Based in offices across California, Arizona, and Nevada, the firm emphasizes professional strategies to handle investment risks and decisions.
- Headquarters Westlake Village, United States
- SectorsFinancial Services
- Website oakasset.com
- Social Facebook
- Legal Name Oak Asset Management, Llc
Products & Services of Oak Asset Management
Oak Asset Management offers a comprehensive portfolio of products and services, including Portfolio Management, Retirement Income Analysis, Portfolio Risk Analysis, and 401(k) Allocation Consulting.
Service for designing and managing investment portfolios for clients.
Analysis of retirement strategies and income options for investors.
Assessment of investment risks to optimize client portfolios.
Consulting on 401(k) investments and allocations for individuals.
Competitors of Oak Asset Management
Oak Asset Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Oak Asset Management
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Oak Asset Management (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Oak Asset Management
Oak Asset Management was founded in 2004.
Oak Asset Management is headquartered in Westlake Village, United States. It is registered at Westlake Village, California, United States.
Oak Asset Management is an independent investment advisory firm that designs, manages, and monitors portfolios for affluent individuals, families, and corporate investors. They provide services like portfolio management, retirement income analysis, and risk assessment to navigate complex financial markets. Based in offices across California, Arizona, and Nevada, the firm emphasizes professional strategies to handle investment risks and decisions.
Oak Asset Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Oak Asset Management offers Portfolio Management, Retirement Income Analysis, Portfolio Risk Analysis, and 401(k) Allocation Consulting.
Oak Asset Management operates through Oak Asset Management, Llc.