M
CRD: 127645
Mighty OAK Management LLC
Easton, CT
2039649300
$15.0M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
3 Employees
45 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Millennium Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-11-2003
- Office Locations
- 2
Office Locations
-- Easton CT
-- Marietta GA
About Mighty OAK Management LLC
Mighty OAK Management LLC is a Easton-based RIA with 2 offices. The firm has been operating for 23 years. Managing $15.0M in total assets under management, with 3 advisory representatives. They custody assets with Interactive Brokers and Millennium Trust. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$333.3K AVG AUM / CLIENT
9.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
See the complete signal summary connected to atlas.
See the complete signal summary connected to glacier atlas.
Full visibility includes strategy notes for horizon peak eagle.
Unlock to see real insight on signal horizon insight.
Full visibility includes strategy notes for unison radial unison.
Open the full profile to inspect shifts in frontier optima.
Unlock to compare peer behavior around wave ember.
Unlock to compare peer behavior around vector ember.
Accredited Investors
Frontier
Investment Themes
Unison ridge Vital
Services
Zenith Crest catalyst Focus meridian
Owner & Executives
S
STEPHEN J LANDA
Chief Compliance Officer, Owner
- CRD
- #2172148
- Ownership
- 75% or more
(331) 794-2902
quantum.north@frontiercapital.com
in linkedin.com/in/foundation-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
J
JAMES ALEXANDER MITCHELL
Registered Representative
- CRD
- #336921
(386) 943-6065
pathway.catalyst@oakcapital.com
in linkedin.com/in/crest-quantum
C
CHASE PARKER WITHROW III
--
- CRD
- #470699
(818) 275-7896
momentum.element@pioneercapital.com
in linkedin.com/in/catalyst-unison
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $10,500,000 | -- |
| Total | $15,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $15,000,000
Equity - Exchange:
20.4% Cash:
38.4% Public Funds:
41.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $168,472,053 | 20.4% |
| Cash | $317,123,865 | 38.4% |
| Public Funds | $340,247,480 | 41.2% |
| Total | $825,843,398 | 100.0% |