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BentOak Capital

EST. AUM
$969,768,698

CONTACTS
9

CLIENT ACCOUNTS
2,039

Firm Details

Metro area Dallas
CRD Number 173563
Website bentoakcapital.com
Client types

Overview

BentOak Capital provides financial advisory services that integrate the capabilities of a large institutional firm with the personalized service of a small business. The firm's financial advisors specialize in areas such as retirement planning, investment management, estate planning, and tax planning. By working collaboratively, the team develops customized solutions to address the specific financial needs of each client. The company emphasizes a balanced approach, focusing on being comprehensive and client-focused.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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