OAK CITY CONSULTING, LLC

Tel: 919-844-6450

214 E Jones Ave
Wake Forest, North Carolina 27587

About OAK CITY CONSULTING, LLC

OAK CITY CONSULTING, LLC is a Wake Forest, North Carolina based financial advisory firm with nearly $782,530,591 in assets under management and provides investment advisory services for 245 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:		162220
SEC#:		801-74468
Assets under Management:		$782,530,591
No. of Clients:		245
No. of Advisors:		6
Advisory Services Provided:		Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (THE COMPANY IS ENGAGED IN LICENSING AS AN INDEX PROVIDER TO EXCHANGE TRADED FUNDS ("ETFS"))
Fee Structure:		A percentage of AUM, Other (LICENSE FEE)

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