OAKWOOD COUNSELORS INC
CRD #105513 SEC #801-9459 MORGANVILLE, NJ 732-536-9552
SEC Registered
Total AUM
$48M
Discretionary
$4.3M
Employees
5
Clients
--
Accounts
130
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHERMAN, CARL, RICHARD | I | TREASURER AND SECRETARY | NA | Control |
| SHERMAN, CARL, RICHARD | I | TREASURER AND SECRETARY | NA | |
| SHERMAN, PAUL, JAY | I | PRESIDENT | E | Control |
| SHERMAN, PAUL, JAY | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 13, 2002 REGISTERED
Notice Filings (5)
CT FL MD NJ NY
Address
50 HWY NINEMORGANVILLE, NJ 7751
USA
Phone: 732-536-9552