Oakwood Real Estate Partners, LLC
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Overview
Oakwood Real Estate Partners, LLC operates as a financial advisory company located in Denver, Colorado. It oversees $513.4 million in total assets throughout 18 client accounts, making it one of the bigger firms in the United States by assets under management (AUM). The company has a small team, including 7 financial advisors. Oakwood Real Estate Partners, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets like options, stocks and bonds.
Oakwood Real Estate Partners, LLC manages all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell choices for the client's account are made by an investment advisor without needing client permission. Oakwood Real Estate Partners, LLC's typical account size is $28.5 million. An average advisor at Oakwood Real Estate Partners, LLC manages about three client accounts, placing it among the most individualized financial advisor firms in the country.
The company's main office is located at 55 Madison Street, Denver, Colorado 80206. The company is legally permitted to serve customers in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oakwood Real Estate Partners, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$513.4 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
8
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
18
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$28.5 million
Fee Structure
Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by the company can include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its 18 accounts, Oakwood Real Estate Partners, LLC's biggest client by number of accounts is pooled investment vehicles. None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Oakwood Real Estate Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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