Dakota
Dakota
Book a Demo
Talk to an Expert

Oak Root LLC

EST. AUM
$920,000,000

CONTACTS
1

CLIENT ACCOUNTS
103

Firm Details

Metro area Los Angeles
CRD Number 246788
Website oakrootllc.com
Client types

Overview

They only accept clients via referral. They only have one employee.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy