OAKLAND WEALTH MANAGEMENT, INC.
CRD #130781 SEC #801-63065 SOUTHFIELD, MI 800-914-3610
SEC Registered
Total AUM
$47.6M
Discretionary
$47M
Employees
5
Clients
101
Accounts
411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2010 | $52M | $51.5M | $408.5K | 5 | -- |
| Mar 2008 | $53.3M | $52.8M | $552.4K | 5 | -- |
| Mar 2007 | $47.6M | $47M | $588.3K | 5 | -- |
| Mar 2006 | $38.2M | $37.5M | $687.3K | 5 | -- |
| Aug 2004 | $26M | $24.3M | $1.7M | 5 | -- |
| May 2004 | $0 | $0 | $0 | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2010
Total AUM$52M
Discretionary$51.5M
Non-Disc.$408.5K
Employees5
Clients--
DateMar 2008
Total AUM$53.3M
Discretionary$52.8M
Non-Disc.$552.4K
Employees5
Clients--
DateMar 2007
Total AUM$47.6M
Discretionary$47M
Non-Disc.$588.3K
Employees5
Clients--
DateMar 2006
Total AUM$38.2M
Discretionary$37.5M
Non-Disc.$687.3K
Employees5
Clients--
DateAug 2004
Total AUM$26M
Discretionary$24.3M
Non-Disc.$1.7M
Employees5
Clients--
DateMay 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--