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Oak Financial

Finance · South Bend, Indiana

FinancialFinance
South Bend, Indiana, United States5 employees$787,000 revenue

Products & Services

FinancialFinanceFinancial Services

About Oak Financial

This profile covers Oak Financial, a company reporting $0M-$1M in annual revenue, classified under Portfolio Management and Investment Advice, based in South Bend, Indiana, United States, operating in Financial Services and employing 1-5 people.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Oak Financial is one of 40,322 Financial companies listed in Indiana.

Business Contact Information

Phone
+1 (574) 2086331
Address
1650 S Bend Ave, South Bend, Indiana, 46617, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
5 (1-5)
Annual Revenue
$787,000 ($0M-$1M)

Oak Financial: frequently asked questions

What does Oak Financial do?

This profile covers Oak Financial, a company reporting $0M-$1M in annual revenue, classified under Portfolio Management and Investment Advice, based in South Bend, Indiana, United States, operating in Financial Services and employing 1-5 people.

Where is Oak Financial located?

Oak Financial is headquartered at 1650 S Bend Ave, South Bend, Indiana, 46617, United States.

How many employees does Oak Financial have?

Oak Financial has about 5 employees (the 1-5 range).

What is Oak Financial's annual revenue?

Oak Financial's annual revenue is estimated at $787,000 (the $0M-$1M range).

What industry is Oak Financial in?

Oak Financial is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Oak Financial?

Its phone number is +1 (574) 2086331.

What companies are similar to Oak Financial?

Other large financial companies in Indiana include Elevance Health Inc, HSBC, Unilever and UBS.

Largest financial companies in Indiana

Largest financial companies

Manufacturing sales in Indiana, 2026

In Indiana, Factur's 2026 study counted 36 manufacturing quotes worth $3.1M and 11 purchase orders over 12 months: 31% of quotes became orders, against 21% nationally. See the Indiana data.

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