OAKWOOD CAPITAL MANAGEMENT
The company makes it possible for both individual and institutional investors to meet financial goals. All clients of Oakwood receive institutional quality investment management and the highest level of personal service. With over 260 years of combined professional experience, an average of 17 years, they have the expertise necessary to actively manage both equity and fixed income portfolios to meet your specific investment objectives.
OAKWOOD CAPITAL MANAGEMENT
Founded:
1998-01-01
Status:
Active
Contact:
(800) 586-0600
Email Addresses:
[email protected]
Technology used in webpage:
SPF Domain Not Resolving Microsoft Exchange Online Amazon Office 365 Mail Microsoft Azure DNS BootstrapCDN Amazon Route 53 Amazon CloudFront Constant Contact Mail
Current Employees Featured
More informations about "Oakwood Capital Management"
Oakwood Capital Management - Wealth Enhancement
The separately managed portfolio strategies managed by Oakwood Capital Management in the past are now part of the product offerings of a sub-advisor affiliated with WEAS, NorthCrest Asset Management, LLC (“NorthCrest”). …See details»
Bruce A. Mandel, Managing Director - Wealth …
Bruce joined Wealth Enhancement Group in 2021 through the Oakwood Capital Management acquisition. As a Managing Director at Wealth Enhancement Group he uses his skills and his experience to mentor other advisors and to develop …See details»
Oakwood Capital Management LLC - Company Profile and News
The Company provides portfolio management, financial planning, and supervisory services. Oakwood Capital Management serves individuals, corporations, and charitable organizations. ...See details»
Wealth Enhancement Group in the News
Jul 8, 2021 Oakwood Capital Management had $1.04 billion in client assets as of 6/30/2021. With the closing of the previously announced transactions closing as by 7/1/2021, along with the acquisition of Oakwood Capital Management, Wealth Enhancement Group has $37.23 billion in client brokerage, advisory and trust assets as of 7/1/2021. Media ContactsSee details»
Oakwood Capital Management LLC (Los Angeles) | Adviser …
Careers at Oakwood Capital Management LLC. The company employs 14 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities. There are 6 people with the role of looking for and bringing in new clients …See details»
Wealth Enhancement Group Announces Acquisition of Los …
Jul 8, 2021 Oakwood Capital Management had $1.04 billion in client assets as of 6/30/2021. With the closing of the previously announced transactions closing as by 7/1/2021, ...See details»
Oakwood Capital Management - PitchBook
Bailard, Homrich Berg, HEYMAN WEALTH MANAGEMENT, EP Wealth Advisors, and Creative Planning are some of the 9 competitors of Oakwood Capital Management. When was Oakwood Capital Management acquired? Oakwood …See details»
Wealth Enhancement Group buys Oakwood Capital Management
Jul 9, 2021 The firm serves high-net worth (HNW) professionals, retirees, as well as younger, tech-savvy clients. Wealth Enhancement Group CEO Jeff Dekko said: “Bruce Mandel and his team at Oakwood Capital Management have built an excellent wealth management practice in the heart of Los Angeles that still has significant room to grow.See details»
Wealth Enhancement Group acquires Oakwood Capital …
Wealth Enhancement Group acquires Oakwood Capital Management on 2021-07-08 for an undisclosed amount. Search Crunchbase. Start Free Trial . Chrome Extension. Solutions. Products. ... Overview. Edit Overview Section. Acquired Organization: Oakwood Capital Management The company makes it possible for both individual and institutional investors to ...See details»
Wealth Enhancement Group Buys Los Angeles RIA …
Jul 12, 2021 The Minneapolis-based wealth management company has scooped up Oakwood Capital Management, a registered investment advisor firm with 14 employees and $1.04 billion in total client assets.See details»
Wealth Enhancement Group Nabs $1.04B RIA in Los Angeles
Jul 8, 2021 Oakwood was the firm's second Southern California acquisition, following its purchase of Pillar Pacific Capital Management on June 1. Other acquisitions by Wealth Enhancement Group this year ...See details»
Oakwood Capital Management - Products, Competitors, Financials ...
Oakwood Capital Management specializes in investment management, wealth management, asset management, and financial planning. On June 30, 2021, Oakwood Capital Management was acquired by Wealth Enhancement Group. Use the CB Insights Platform to explore Oakwood Capital Management's full profile.See details»
Wealth Enhancement Group Announces Acquisition of Los …
Jul 8, 2021 Oakwood Capital Management had $1.04 billion in client assets as of 6/30/2021. With the closing of the previously announced transactions closing as by 7/1/2021, ...See details»
Bruce A. Mandel - Managing Director @ Wealth Enhancement …
Primary Organization . Wealth Enhancement Group . Location Los Angeles, California, United States; Regions Greater Los Angeles Area, West Coast, Western US; Gender Male; LinkedIn View on LinkedIn ; Bruce A. Mandel is the President and Chief Executive Officer at Oakwood Capital Management and a Managing Director at Wealth Enhancement Group. Jobs.See details»
Oakwood Capital Review 2024 - investor.com
Aug 13, 2024 Oakwood Capital currently serves clients in the following states: AZ, CA, CO, FL, IA, MN, MT, ND, SC, SD, TX, WI. What is the average client balance at Oakwood Capital? While Oakwood Capital advises clients across a variety of portfolio sizes, the average client balance is currently $377,436. In total, Oakwood Capital manages $220.8 million in ...See details»
Oakwood Capital - Crunchbase Company Profile & Funding
Oakwood Capital is located in Minneapolis, Minnesota, United States. Who are Oakwood Capital 's competitors? Alternatives and possible competitors to Oakwood Capital may include Advised Assets Group , Cordasco Financial Network , and R² Wealth Management .See details»
Working at Oakwood Capital Management - Glassdoor
See what employees say it's like to work at Oakwood Capital Management. Salaries, reviews, and more - all posted by employees working at Oakwood Capital Management. Skip to content ... We’re very proud of the experience, quality and stability of our organization, anchored by a core of dedicated professionals in client relationship management ...See details»
Oakwood Capital Management - Contacts, Employees, Board …
Oakwood Capital Management has 1 current employee profile, President & CEO Bruce A. Mandel. Bruce A. Mandel President & CEO Unlock even more features with Crunchbase ProSee details»