| Name | Title | Ownership | Since |
|---|---|---|---|
| Korinne Palmer Murphy | Chief Operations Officer & Chief Compliance Officer | Under 5% | 2005 |
| Kyra Elise Palmer | Co-Chief Investment Officer | Under 5% | 2011 |
| Merryl Hackman | Secretary | Under 5% | 1990 |
Oak Financial Group Inc reports $146.9 million in regulatory assets under management on its Form ADV.
Oak Financial Group Inc reports 4 employees.
Oak Financial Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 203-329-9043 |
| Fax | 203-968-9152 |
| Office hours | 9 a.m. To 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1535301 |
| Discloses disciplinary history | No |
| Discretionary | $145.3M |
| Non-discretionary | $1.6M |
| Total (RAUM) | $146.9M |