Red Oak Financial Group, MD — Investment Adviser | BuildTrust

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RED OAK FINANCIAL GROUP

Investment AdviceTOWSON, MD

Assets Under Management

$836.8M

Total AUM

Donut chart: Discretionary 449.8M, Non-Discretionary 386.9M
Category	Value
Discretionary	449.8M
Non-Discretionary	386.9M

Adviser Information

Field	Value
CRD Number	166912
SEC Number	801-80860
Street Address	403 ALLEGHENY AVENUE
Location	TOWSON, MD 21204
Country	United States
Phone	410-321-0168
Fax	410-321-0169
Total Employees	19

Client Count by Type (895 Total)

Horizontal bar chart: Individuals (other than H… 565, High Net Worth Individual… 180, Pension/Profit Sharing Pl… 150
Category	Value
Individuals (other than H…	565
High Net Worth Individual…	180
Pension/Profit Sharing Pl…	150