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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Optima vector
- Established Date
- 02-01-1990
- Office Locations
- 1
Office Locations
About OAK Financial Group INC
Oak Financial Group, Inc. is an independent, fiduciary RIA in Stamford, CT providing fee-based wealth management for affluent individuals and families. The firm delivers personalized investment management and strategic planning, including retirement and financial planning, 401(k)/403(b) plan analysis, estate and insurance reviews, and coordination with clients’ outside tax and legal advisors. Portfolios target long-term growth, income needs, and downside protection; custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NEIL DAVID HACKMAN
Chief Executive Officer, Chief Investment Officer, Owner, President
- CRD
- #1104206
- Ownership
- 75% or more
MERRYL HACKMAN
Secretary
- CRD
- --
- Ownership
- Less than 5%
Vital oak
Meridian quantum
- CRD
- #88597
- Ownership
- 28.2%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,077,266 | $1,336,468 |
| Non-Discretionary | $2,079,670 | $297,096 |
| Total | $177,156,936 | $1,283,746 |
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Separately Managed Accounts
Total SMA Asset: $177,156,936
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $781,706,206 | 13.9% |
| Other | $1,687,135,697 | 30.0% |
| Equity - OTC | $1,310,342,058 | 23.3% |
| Cash | $1,844,601,695 | 32.8% |
| Total | $5,623,785,656 | 100.0% |