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Red Oak Capital Management, Inc.
Oak Brook, Illinois
1.0
1 Review
Red Oak Capital Management, Inc. is a well-established local investment advisory firm headquartered in Oak Brook, IL, with a strong presence across five offices. With a team of 10 dedicated professionals, 8 of whom specialize in providing comprehensive investment advisory services, Red Oak Capital Management, Inc. possesses a wealth of expertise and knowledge in the financial industry. Each investment advisor has an impressive average of approximately $10,630,000 in assets under management, reflecting their ability to handle substantial portfolios.
The firm's compensation structure encompasses various methods, including a percent...see more
Assets Under Mgmt
$85.01M
Investment Professionals
8
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
- Accountant or accounting firm
Disclosures
- Self-regulatory organization found you made a false statement or omission
- Found to have been involved in a violation of self-regulatory organizations rules
- Disciplined by self-regulatory organization or commodities exchange
Reviews for Red Oak Capital Management, Inc.
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