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| Happy Holidays!! thanks for using AUM13F!! |
| Silver Oak Securities Incorporated
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| CRD # | 46947 |
| SEC # | 801-71178 |
| CIK # | 0001080576 |
| AUM | $2.0 B (2025-07-02) |
| Employees | 106 (100% Investors, 94% Brokers) |
| Phone | 731-668-3825 |
| Address | 403 N Parkway Jackson, TN 38305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001080576 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Tesla Motors Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| MERK Gold Trust | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,932 | 1.1 |
| (b) Individuals (high net worth individuals) | 659 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 71 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13,411 | 2.0 |
| By Discretionary | ||
| Discretionary | 13,411 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13,411 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 13,411 | 2.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001080576] | |
| D | [0001080576] |
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|
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