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Luke Todd Albright

OAK Grove Management LLC

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About Luke Todd Albright

Luke Albright is an investment advisor representative with Oak Grove Management LLC. Luke is registered with the state of Connecticut and California. Luke has been with Oak Grove Management LLC since 2013. Luke has a Series 65 license. Luke specializes in portfolio management for individuals.

Firm Information

Luke Albright is currently registered with OAK Grove Management LLC. OAK Grove Management LLC is an investment advisor that manages portfolios for high-net-worth individuals. The firm currently manages $37,265,867 in assets for 13 clients.

$37.27M

Assets Under Management

13

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Luke Albright’s Registration & Firm History

CT

04/29/2013 - Present

OAK Grove Management LLC (GREENWICH CT)

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Licenses & Designations

IA

Issued 04/14/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Luke Todd Albright.
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