Assets Under Management
$250.8M
Number of Clients
78
Number of Advisors
1
Average Client AUM
$3.2M
AUM per Advisor
$250.8M
Compensation
Fee-Only (AUM)
Oakview Capital Management, LP offers investment advisory services. The firm reviews new accounts for asset appropriateness and allocation, monitoring trading activities to ensure consistency with client investment objectives. The Chief Compliance Officer reviews account activity quarterly.
3879 Maple Ave. Suite 300, Dallas, TX, 75219