Old Oak Financial Planning, Inc.
Old Oak Financial Planning, Inc. is an SEC-registered mass-market adviser in Brighton, MI with $160.3M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Old Oak Financial Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122500, SEC 801-117480, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $160.3M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Brighton, MI
- Employees
- 2
- Clients
- 264
- CRD
- 122500
- Ownership
- RAWSKY, ELAINE, MARIE; RAWSKY, TERRY, LEE; GARBACIK, MARK, EDWARD; Rawsky, Christopher, Michael; Starr, Stacy, Ray
How much AUM does Old Oak Financial Planning, Inc. have?
Old Oak Financial Planning, Inc. reported $160.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Old Oak Financial Planning, Inc.?
Disclosed owners and executives of Old Oak Financial Planning, Inc. include RAWSKY, ELAINE, MARIE, RAWSKY, TERRY, LEE, GARBACIK, MARK, EDWARD, Rawsky, Christopher, Michael, Starr, Stacy, Ray. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.