Oak Asset Management is an investment advisor in Westlake Village with $352.96 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43781899
SEC advisor number
801-110296
FINRA CRD number
287856
AUM ?
$348.79 mm
(as of 29 Feb 24)
Accounts
710
(as of 29 Feb 24)
Employees
4
(4 investment advisory or research)
Address
Oak Asset Management
2535 TOWNSGATE ROAD
SUITE 300
WESTLAKE VILLAGE
CA 91361
2535 TOWNSGATE ROAD
SUITE 300
WESTLAKE VILLAGE
CA 91361
Phone
8057780818
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22