Oakstone Financial Management, LLC
Oakstone Financial Management, LLC (CRD# 299749) is a financial advisory firm headquartered in Gahanna, OH. They manage $41,764,102 in 132 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Oakstone Financial Management, LLC
By the Numbers
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Total Assets Under Management42MILLION
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Total Number of Accounts132ACCOUNTS
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Average Account Value$316,395
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Oakstone Financial Management, LLC
1
Seth Becker (CRD# 4125151) is an Investment Advisor Representative working at Oakstone Financial Management, LLC in Gahanna, OH and has over 21 years of experience in the finance industry.
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