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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 30, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLAZEY, BRITTANY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BLAZEY, BRITTANY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| AFZAL, SHAMS | I | PRESIDENT | E | Control |
| AFZAL, SHAMS | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jul 30, 2018 REGISTERED
Notice Filings (6)
FL GA IN MI OH TX
Address
6591 W. CENTRAL AVESUITE 108
TOLEDO, OH 43617
United States
Phone: 419.842.0334