Gary
Reetz
One Oak Capital Management, LLC
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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
Services Offered
Fee Structure
Office Location
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One Oak Capital Management, LLC Brokerage Details
$283,111,904
12
372
$761,054
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
One Oak Capital Management, LLC
Fox Chase Capital Partners
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
Bronxville, NY
Purchase, NY
Purchase, NY
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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