Oakwood Counselors Inc is a large advisory firm based in Morganville. It manages $36.55 million of regulatory assets for 112 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Maryland, New Jersey, and New York.
Oakwood Counselors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oakwood Counselors Inc is $36.55 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oakwood Counselors Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul Jay Sherman has been acting as President since 1 May 1973. Carl Richard Sherman joined the executive team most recently as the Treasurer And Secretary.
The principal office where Oakwood Counselors Inc performs its advisory services is located at 50 Hwy Nine, Morganville, NJ 07751, 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 732-536-9552 or by fax 732-536-5231. The normal business hours are 9:00 am to 4:30 pm on Monday - Friday.