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RightOak Asset Management, LLC

EST. AUM
$111,936,258

CONTACTS
1

CLIENT ACCOUNTS
1,026

Firm Details

Metro area Lansing
CRD Number 337832
Website rightoakassetmanagement.com
Client types

Overview

RightOak Asset Management, LLC (“ROAM”) is an SEC-registered Registered Investment Adviser based in Grand Ledge, Michigan. The firm provides discretionary investment management, financial planning, retirement plan advisory, and consulting services for individuals, high-net-worth families, and corporations. Its advisory offerings include portfolio construction using equities, fixed income, and alternative investments, with options for ESG and sustainable investing. The firm also offers fiduciary retirement plan services under ERISA Section 3(21) and facilitates estate planning through its partnership with Estate Guru, LLC.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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