Mighty Oak Strong America Investment Company is a large advisory firm based in Mechanicsburg. It manages $183.94 million of regulatory assets for 541 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Pennsylvania.
Mighty Oak Strong America Investment Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mighty Oak Strong America Investment Company is $183.94 million. The firm's AUM has grown by 542% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mighty Oak Strong America Investment Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Donald Lynn Demuth is high net worth individuals with 49 clients and $141.89 million of assets under management. Among the 9 most similar advisory firms, Mighty Oak Strong America Investment Company has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $183.94 million for 155 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mighty Oak Strong America Investment Company doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Donald Lynn Demuth has been acting as President since 1 Aug 2002. Teancum Donald Light joined the executive team most recently as the Vice President.
The principal office where Mighty Oak Strong America Investment Company performs its advisory services is located at 940 Century Drive, Mechanicsburg, PA 17055 4376, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 717-790-9001 or by fax 717-790-9031. The normal business hours are 8:00a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at investwithmosaic.com.