How does the advisor help clients – Key Takeaways:
NewOak Asset Management LLC is a leading financial advisory firm that offers expert financial services to a diverse range of clients. Their team of professionals has extensive knowledge and experience in the industry, making them a trusted source for financial advice.
Some key takeaways about how NewOak Asset Management LLC helps their clients include:
- Provides personalized financial plans tailored to each client’s unique needs and goals
- Offers comprehensive financial services such as investment management, retirement planning, and risk analysis
- Utilizes cutting-edge technology to provide efficient and effective financial solutions
- Has a strong track record of success in helping clients achieve their financial goals
Facts and Insights
NewOak Asset Management LLC has been in business for over 15 years, providing top-notch financial services to clients. With a team of over 50 advisors, they have a wealth of knowledge and expertise to guide clients towards financial success.
According to the SEC, as of their last filing in 2020, NewOak Asset Management LLC has assets under management of $3.2 billion and manages accounts for 475 clients. These numbers demonstrate their strong reputation and success in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3.2 billion | 50+ | 15+ years |
Financial Services Offered
NewOak Asset Management LLC offers a wide range of financial services to meet their clients’ specific needs. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk analysis
- Portfolio analysis
Client Types
NewOak Asset Management LLC caters to a diverse range of clients, including individuals, families, businesses, and institutions. They understand that each client has unique financial goals and needs, and they tailor their services accordingly to ensure that each client’s objectives are met.
Fees & Compensation
NewOak Asset Management LLC charges fees based on the value of the assets they manage for their clients. These fees are typically a percentage of the total assets under management and are outlined in detail in their investment advisory agreement. They believe in delivering transparent and fair fees to their clients and strive to provide the best value for the services they offer.
Background
NewOak Asset Management LLC was founded in 2005 and is headquartered in New York City. Their team of experienced advisors and financial professionals come from diverse backgrounds, with expertise in various financial fields, including investments, tax planning, and risk management. They are committed to providing the highest quality of services to their clients and helping them achieve their financial goals.
Financial Advisor Disclosures to Know
It is essential for clients to be aware of any potential conflicts of interest or past disciplinary actions when choosing a financial advisor. NewOak Asset Management LLC has a clean record with no reported disciplinary actions. They prioritize transparency and open communication with their clients to maintain a trusting and professional relationship.