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Oakes Financial Group
The Oakes Financial Group is an SEC-registered investment adviser in Troy, NH. It manages approximately $12 million in regulatory assets. The firm has 1...
Oakes Financial Group
The Oakes Financial Group is an SEC-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
What is Oakes Financial Group?
Oakes Financial Group is a financial services firm that may operate as or serve a family office, but its exact structure and services are not publicly documented.
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.
Is Oakes Financial Group a single family office or multi-family office?
Public sources do not specify whether Oakes Financial Group serves a single family, multiple families, or operates as a broader financial advisory firm.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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