Oak Associates is an investment advisor in Akron with $2.07 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
341818085
SEC advisor number
801-23632
FINRA CRD number
108874
AUM ?
$1.50 bn
(as of 26 Mar 24)
Accounts
63
(as of 26 Mar 24)
Employees
9
(3 investment advisory or research)
Address
Oak Associates
3875 EMBASSY PARKWAY
SUITE 250
AKRON
OH 44333
3875 EMBASSY PARKWAY
SUITE 250
AKRON
OH 44333
Phone
3306681234
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22