Old Oak Financial Planning, Inc., MI — Investment Adviser | BuildTrust

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OLD OAK FINANCIAL PLANNING, INC.

Investment AdviceBRIGHTON, MI

Assets Under Management

$153.3M

Total AUM

Donut chart: Discretionary 101.2M, Non-Discretionary 52.2M
Category	Value
Discretionary	101.2M
Non-Discretionary	52.2M

Adviser Information

Field	Value
CRD Number	122500
SEC Number	801-117480
Street Address	7077 FIELDCREST DR.
Street Address 2	SUITE 400
Location	BRIGHTON, MI 48116
Country	United States
Phone	810-220-4400
Fax	810-220-8818
Total Employees	2

Client Count by Type (260 Total)

Horizontal bar chart: Individuals (other than H… 218, High Net Worth Individual… 42
Category	Value
Individuals (other than H…	218
High Net Worth Individual…	42