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RIA · CRD 159355State-Registered Investment Adviser

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Oakes Financial Group

The Oakes Financial Group is a state-registered investment adviser in Troy, NH. It manages approximately $12 million in regulatory assets. The firm has 1...

Overview

The Oakes Financial Group is a state-registered investment adviser in Troy, NH. It manages approximately $12 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Oakes Financial Group?

No named individuals are publicly associated with Oakes Financial Group in an investment capacity, so the decision-making structure is unknown.

What is the wealth origin for Oakes Financial Group?

The source of wealth or capital behind Oakes Financial Group is not disclosed in any public record.

Does Oakes Financial Group invest in funds or direct deals?

No investment activity—whether fund commitments, direct deals, or co-investments—has been publicly attributed to Oakes Financial Group.

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