Key facts
- OLD OAK FINANCIAL PLANNING, INC. is a other based in BRIGHTON, MI.
- OLD OAK FINANCIAL PLANNING, INC. reports $150K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 122500- Regulatory AUM
- $150K
- Private fund assets
- —
- Private funds
- —
- Staff
- 2
- Registered office
- BRIGHTON, MI
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for OLD OAK FINANCIAL PLANNING, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is OLD OAK FINANCIAL PLANNING, INC.'s AUM?
- OLD OAK FINANCIAL PLANNING, INC. manages approximately $150K in assets.