Gary
Reetz

One Oak Capital Management, LLC

CRD#1397317
Investment Advisor
in Bronxville, NY

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About this Advisor

Gary Reetz is a financial advisor based in Bronxville, New York, working with One Oak Capital Management, LLC. Gary has previously held positions at Fox Chase Capital Partners, Regis Advisors, and One Oak Capital Management, LLC. Gary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Gary is part of One Oak Capital Management, LLC, which operates out of Bronxville, New York. The firm has 12 employees and manages assets totaling $283.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at One Oak Capital Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Bronxville, NY

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One Oak Capital Management, LLC Brokerage Details

Total Assets Under Management

$283,111,904

NY Average: $7,464,549,021
Total Number of Employees

12

NY Average: 88
Total Number of Accounts

372

NY Average: 3,892
Average Account Size

$761,054

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Gary Reetz Work History

2020 - Present (4 years)

One Oak Capital Management, LLC

2000 - Present (24 years)

Fox Chase Capital Partners

2003 - 2020 (17 years)

Regis Advisors

Disclosures

Please visit the SEC profile of Gary Reetz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at One Oak Capital Management, LLC

James Crabb
Purchase, NY
Gary Reetz
Bronxville, NY
Laraine Villapiano
Purchase, NY
Michael Derosa
Purchase, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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