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Old Oak Financial Planning, Inc.

● SEC registered since 2019CRD 122500SEC# 801-117480Brighton, MI
Export (members)
Reg. AUM
$153.3M
Employees
2
Accounts
625
Location
Brighton, MI

Old Oak Financial Planning, Inc. assets under management

Old Oak Financial Planning, Inc. is an SEC-registered investment adviser based in Brighton, MI. The firm has been registered since 2019. It reports $153.3 million in regulatory assets under management and employs 2 people.
www.oldoakfinancial.comView on SEC.gov ↗

Old Oak Financial Planning, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Mark Edward GarbacikPresident/Chief Compliance OfficerOver 75%2022
Stacy Ray StarrRegistered Investment AdvisorUnder 5%2022

Frequently asked questions

How much does Old Oak Financial Planning, Inc. manage?

Old Oak Financial Planning, Inc. reports $153.3 million in regulatory assets under management on its Form ADV.

How many employees does Old Oak Financial Planning, Inc. have?

Old Oak Financial Planning, Inc. reports 2 employees.

Where is Old Oak Financial Planning, Inc. located?

Old Oak Financial Planning, Inc. is based in Brighton, MI and has been SEC-registered since 2019.

Does Old Oak Financial Planning, Inc. disclose fund performance?

Old Oak Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7077 Fieldcrest Dr., Suite 400, Brighton, MI 48116
Phone810-220-4400
Fax810-220-8818
Office hours8:00 a.m. To 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.2M
Non-discretionary$52.2M
Total (RAUM)$153.3M