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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 4, 2011
- 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 |
|---|---|---|---|---|
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLTON, JOHN, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
| KEHOE, THOMAS, DENNIS | I | MEMBER | B | Control |
Registrations
Federal
IA
May 4, 2011 REGISTERED
Notice Filings (3)
FL MI TX
Address
721 WEST CENTREPORTAGE, MI 49024
United States
Phone: 269-532-1901