Company Description
Mighty funds from little acorns grow? Oak Associates is the investment adviser to seven mutual funds: White Oak Select Growth,...
Key Oak Associates Financials
| Company Type | Private - Main Headquarters |
|---|---|
| Fiscal Year-End | October |
| Employees | -- |
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Competition
Competitive Landscape for Financial Planners and Investment Advisors
Demand is driven by consumer income and wealth and demographics. The profitability of individual firms depends largely on effective marketing. Large companies have some advantages in providing...
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Oak Associates Executives
| Title | Name & Bio | Contact |
|---|---|---|
| Founder, CEO, and Chief Investment Officer | James D. (Jim) Oelschlager | Network | E-mail |
| Director of Accounting and Chief Compliance Officer | Sandra H. Noll | Network | E-mail |
| Director of Relationship Management | Kara H. Lewis | Network | E-mail |
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