TWIN OAK ETF COMPANY
CRD #330365 SEC #801-130584 WELLESLEY, MA 617-402-5495
SEC Registered
Total AUM
$572.3M
Discretionary
$572.3M
Employees
5
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $572.3M | $572.3M | $0 | 5 | 0 |
| Apr 2025 | $572.3M | $572.3M | $0 | 5 | 0 |
| Mar 2025 | $572.3M | $572.3M | $0 | 4 | 0 |
| Sep 2024 | $10.2M | $10.2M | $0 | 4 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
| Jun 2024 | $0 | $0 | $0 | 2 | 0 |
| Jun 2024 | $0 | $0 | $0 | 2 | 0 |
| May 2024 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$572.3M
Discretionary$572.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$572.3M
Discretionary$572.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$572.3M
Discretionary$572.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0