OAK POINT FINANCIAL GROUP, INC.

OAK POINT FINANCIAL GROUP, INC. of PORTAGE, MI is an SEC-registered investment adviser (CRD 155126). Regulatory assets under management: $36.7M.

Registration

• CRD: 155126
• SEC file number: 801-71916
• Type: Registered investment adviser
• Location: 721 WEST CENTRE, PORTAGE, MI, 49024
• Phone: 269-532-1901
• Latest filing: 2011-10-28
• Regulatory AUM: $36.7M
• Discretionary AUM: $36.3M
• Non-discretionary AUM: $444K
• Clients: 1
• Accounts: 256

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 155126 on SEC IAPD (source of record)
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