CLOs on the Move

BentOak Capital

www.bentoakcapital.com

 
Securities offered through LPL Financial, Member: FINRA/SIPC. Investment Advice offered through Garrett Wealth Advisory Group, LLC dba BentOak Capital, a registered investment advisor and separate entity from LPL Financial. For a list of states that we are licensed to conduct business in, please visit our website www.bentoakcapital.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Stefan Simpson
 Chief Compliance Officer and Chief Operations Officer Profile

Similar Companies

The Corundum Group

At The Corundum Group, we provide an integrated approach to your financial world that starts with understanding you. The close relationships we enjoy with our clients are built on our commitment to fostering trust and facilitating clear communication. Formed in 1992, The Corundum Group is a Registered Investment Advisor that oversees approximately $800 million in assets. Organized as a family office, our clients enjoy the access and service of a boutique firm that leverages top-tier products and advice. The Corundum Group augments its investment advisory platform with estate planning support and a full range of concierge services.

Peachtree Settlement Funding

Peachtree Settlement Funding is a Boynton Beach, FL-based company in the Financial Services sector.

Sunstate Federal Credit Union

Sunstate Federal Credit Union is a Gainesville, FL-based company in the Financial Services sector.

Crosswinds Holdings

Crosswinds is a publicly traded private equity firm and asset manager targeting strategic and opportunistic investments in the financial services sector with a particular focus on the insurance industry.

Neighbors Credit Union

Neighbors Credit Union is one of the leading companies in the Financial Services sector.