OAKSTREET WEALTH MANAGEMENT, INC.
CRD #152613 SEC #801-71076 DAYTON, OH 937-294-4200
SEC Registered
Total AUM
$281.1M
Discretionary
$246.4M
Employees
6
Clients
1
Accounts
1,569
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2013 | $281.1M | $246.4M | $34.7M | 6 | 800 |
| Mar 2013 | $281.1M | $246.4M | $34.7M | 6 | 800 |
| Mar 2012 | $247.1M | $208.7M | $38.4M | 6 | 800 |
| Dec 2011 | $240.4M | $200.7M | $39.7M | 6 | 1,000 |
| Mar 2011 | $240.4M | $200.7M | $39.7M | 10 | -- |
| Dec 2010 | $223.6M | $177.3M | $46.3M | 10 | -- |
DateDec 2013
Total AUM$281.1M
Discretionary$246.4M
Non-Disc.$34.7M
Employees6
Clients800
DateMar 2013
Total AUM$281.1M
Discretionary$246.4M
Non-Disc.$34.7M
Employees6
Clients800
DateMar 2012
Total AUM$247.1M
Discretionary$208.7M
Non-Disc.$38.4M
Employees6
Clients800
DateDec 2011
Total AUM$240.4M
Discretionary$200.7M
Non-Disc.$39.7M
Employees6
Clients1,000
DateMar 2011
Total AUM$240.4M
Discretionary$200.7M
Non-Disc.$39.7M
Employees10
Clients--
DateDec 2010
Total AUM$223.6M
Discretionary$177.3M
Non-Disc.$46.3M
Employees10
Clients--