Company Information

Get to know Oak Partners

Founded in 1993 by Marc Ruiz, Fred Ruiz, and Steve Kavois, Oak Partners, Inc. is an independent wealth management firm dedicated to providing personalized financial guidance. The firm operates as a Registered Investment Adviser (RIA) and offers a wide range of services including financial planning, investment management, retirement planning, and estate planning. Their mission is to help clients achieve their financial goals through a disciplined, long-term investment approach and a commitment to building lasting relationships based on trust and integrity.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Oak Partners

Hong Kong SAR

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.