Assets Under Management
$260.3M
Number of Clients
599
Number of Advisors
20
Average Client AUM
$435K
AUM per Advisor
$13.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Oakwood Capital offers investment advisory and portfolio management services on a discretionary and non-discretionary basis, along with financial planning and consulting services. They also offer retirement plan consulting and access to third-party managed account programs.
600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426