OAKLAND WEALTH MANAGEMENT, INC.
OAKLAND WEALTH MANAGEMENT, INC. of SOUTHFIELD, MI is an SEC-registered investment adviser (CRD 130781). Regulatory assets under management: $52.0M.
Registration
- CRD: 130781
- SEC file number: 801-63065
- Type: Registered investment adviser
- Location: 24800 DENSO DRIVE, SUITE 260, SOUTHFIELD, MI, 48033
- Phone: 800-914-3610
- Latest filing: 2010-03-30
- Regulatory AUM: $52.0M
- Discretionary AUM: $51.5M
- Non-discretionary AUM: $409K
- Clients: 1
- Accounts: 468
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| MERSEREAU NATHAN MARK | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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