OAK TRAIL ADVISORS, LLC
OAK TRAIL ADVISORS, LLC of TOLEDO, OH is an SEC-registered investment adviser (CRD 296842). Regulatory assets under management: $202.8M.
Registration
- CRD: 296842
- SEC file number: 801-113226
- Type: Registered investment adviser
- Location: 6591 W. CENTRAL AVE, SUITE 108, TOLEDO, OH, 43617
- Phone: 419.842.0334
- Latest filing: 2018-07-30
- Regulatory AUM: $202.8M
- Discretionary AUM: $155.8M
- Non-discretionary AUM: $47.1M
- Clients: 6
- Accounts: 1,545
Officers, owners & control persons (2)
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