Bretton
Danforth
Oak City Consulting, LLC
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About this Advisor
Bretton Danforth is a financial advisor based in Wake Forest, North Carolina, working with Oak City Consulting, LLC. Bretton has previously held positions at Oak City Consulting, LLC, Square 1 Bank (Acquired By Pacific Western Bank), Wolfpack Investor Network At NC State University, and Triangle Impact Network. Bretton has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Bretton is part of Oak City Consulting, LLC, which operates out of Wake Forest, North Carolina. The firm has 6 employees and manages assets totaling $782.5 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Oak City Consulting, LLC includes asset-based and other fees.
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Oak City Consulting, LLC Brokerage Details
$782,530,591
6
245
$3,194,002
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Bretton Danforth Work History
Oak City Consulting, LLC
Triangle Impact Network
Wolfpack Investor Network At Nc State University
Square 1 Bank (Acquired By Pacific Western Bank)
Oak City Consulting, LLC
Disclosures
Please visit the SEC profile of Bretton Danforth 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 Oak City Consulting, LLC
Wake Forest, NC
Wake Forest, NC
Wake Forest, NC
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