OAK TRAIL ADVISORS, LLC
Legal name: OAK TRAIL ADVISORS
CRD #296842 SEC #801-113226 TOLEDO, OH 419.842.0334
SEC Registered
Total AUM
$202.8M
Discretionary
$155.8M
Employees
6
Clients
0
Accounts
1,545
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2018 | $202.8M | $155.8M | $47.1M | 6 | 0 |
| Apr 2018 | $202.8M | $155.8M | $47.1M | 7 | 0 |
DateJul 2018
Total AUM$202.8M
Discretionary$155.8M
Non-Disc.$47.1M
Employees6
Clients0
DateApr 2018
Total AUM$202.8M
Discretionary$155.8M
Non-Disc.$47.1M
Employees7
Clients0