OAK POINT FINANCIAL GROUP, INC.
Legal name: OAK POINT FINANCIAL GROUP
CRD #155126 SEC #801-71916 PORTAGE, MI 269-532-1901
SEC Registered
Total AUM
$36.7M
Discretionary
$36.3M
Employees
5
Clients
101
Accounts
256
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2011 | $36.7M | $36.3M | $444.3K | 5 | -- |
| Apr 2011 | $36.7M | $36.3M | $444.3K | 5 | -- |
| Mar 2011 | $36.7M | $36.3M | $444.3K | 5 | -- |
| Feb 2011 | $36.7M | $36.3M | $444.3K | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Nov 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateMay 2011
Total AUM$36.7M
Discretionary$36.3M
Non-Disc.$444.3K
Employees5
Clients--
DateApr 2011
Total AUM$36.7M
Discretionary$36.3M
Non-Disc.$444.3K
Employees5
Clients--
DateMar 2011
Total AUM$36.7M
Discretionary$36.3M
Non-Disc.$444.3K
Employees5
Clients--
DateFeb 2011
Total AUM$36.7M
Discretionary$36.3M
Non-Disc.$444.3K
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--