OLD OAK FINANCIAL PLANNING, INC.
CRD #122500 SEC #801-117480 BRIGHTON, MI 810-220-4400
SEC Registered
Total AUM
$153.3M
Discretionary
$101.2M
Employees
2
Clients
251
Accounts
625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $153.3M | $101.2M | $52.2M | 2 | 2 |
| Mar 2024 | $134.7M | $81.2M | $53.5M | 2 | 4 |
| Feb 2024 | $112.8M | $70.6M | $42.2M | 2 | 5 |
| Feb 2023 | $112.8M | $70.6M | $42.2M | 2 | 5 |
| Aug 2022 | $138.1M | $85M | $53.1M | 2 | 4 |
| Feb 2022 | $138.1M | $85M | $53.1M | 1 | 4 |
| Feb 2021 | $124.8M | $77.7M | $47M | 2 | 2 |
| Nov 2020 | $120.5M | $75.2M | $45.3M | 2 | 2 |
| May 2020 | $120.5M | $75.2M | $45.3M | 2 | 2 |
| Mar 2020 | $120.5M | $75.2M | $45.3M | 2 | 2 |
| Sep 2019 | $120M | $71.2M | $48.8M | 2 | 2 |
| Jul 2012 | $52.7M | $28.9M | $23.9M | 1 | 230 |
| Jul 2012 | $52.7M | $28.9M | $23.9M | 1 | 230 |
| Apr 2012 | $52.7M | $28.9M | $23.9M | 1 | 230 |
| Feb 2012 | $52.7M | $28.9M | $23.9M | 1 | 230 |
| Feb 2011 | $53.2M | $27M | $26.2M | 5 | -- |
| Mar 2007 | $39.8M | $17.1M | $22.8M | 5 | -- |
| Nov 2006 | $36.4M | $15.5M | $21M | 5 | -- |
DateMar 2025
Total AUM$153.3M
Discretionary$101.2M
Non-Disc.$52.2M
Employees2
Clients2
DateMar 2024
Total AUM$134.7M
Discretionary$81.2M
Non-Disc.$53.5M
Employees2
Clients4
DateFeb 2024
Total AUM$112.8M
Discretionary$70.6M
Non-Disc.$42.2M
Employees2
Clients5
DateFeb 2023
Total AUM$112.8M
Discretionary$70.6M
Non-Disc.$42.2M
Employees2
Clients5
DateAug 2022
Total AUM$138.1M
Discretionary$85M
Non-Disc.$53.1M
Employees2
Clients4
DateFeb 2022
Total AUM$138.1M
Discretionary$85M
Non-Disc.$53.1M
Employees1
Clients4
DateFeb 2021
Total AUM$124.8M
Discretionary$77.7M
Non-Disc.$47M
Employees2
Clients2
DateNov 2020
Total AUM$120.5M
Discretionary$75.2M
Non-Disc.$45.3M
Employees2
Clients2
DateMay 2020
Total AUM$120.5M
Discretionary$75.2M
Non-Disc.$45.3M
Employees2
Clients2
DateMar 2020
Total AUM$120.5M
Discretionary$75.2M
Non-Disc.$45.3M
Employees2
Clients2
DateSep 2019
Total AUM$120M
Discretionary$71.2M
Non-Disc.$48.8M
Employees2
Clients2
DateJul 2012
Total AUM$52.7M
Discretionary$28.9M
Non-Disc.$23.9M
Employees1
Clients230
DateJul 2012
Total AUM$52.7M
Discretionary$28.9M
Non-Disc.$23.9M
Employees1
Clients230
DateApr 2012
Total AUM$52.7M
Discretionary$28.9M
Non-Disc.$23.9M
Employees1
Clients230
DateFeb 2012
Total AUM$52.7M
Discretionary$28.9M
Non-Disc.$23.9M
Employees1
Clients230
DateFeb 2011
Total AUM$53.2M
Discretionary$27M
Non-Disc.$26.2M
Employees5
Clients--
DateMar 2007
Total AUM$39.8M
Discretionary$17.1M
Non-Disc.$22.8M
Employees5
Clients--
DateNov 2006
Total AUM$36.4M
Discretionary$15.5M
Non-Disc.$21M
Employees5
Clients--