84
44
Growth Score
-2 pts
Heat Score
-14 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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2628001
Oakhurst Financial provides tax preparation, financial planning, and investment management services.
- Jerry Lopatin: Founder, Financial Planner and Adviser
About the Company
Oakhurst Financial operates in the agriculture industry, providing a range of financial services. The company offers tax preparation services, financial planning, and investment management. It caters to both individuals and businesses, helping them understand and manage their finances effectively. Oakhurst Financial is a fee-only firm, meaning it
charges a flat rate for its services rather than commission-based pricing. The company is a registered investment adviser, offering advisory services in various jurisdictions.
