Silver Oak Wealth Advisors Services LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Silver Oak Wealth Advisors Services LLC
CRD #291645
SEC #801-112279
CIK #
AUM $162.9 MM (100% Disc, 100% US)
Employees5 (40% Investors, 0% Brokers)
Phone310-207-4800
Address10866 Wilshire Blvd
Los Angeles, CA 90024
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
210168126844202011201420172020
Comparable Firms State AUM ($BB)
Hilton Head Financial Advisors Inc
SC 0.2
Pinnacle Wealth Management LLC
WA 0.2
Linda A Barlow
CA 0.2
Regal Wealth Group Inc
CA 0.2
DHH Advisors LLC
NJ 0.2
Kondo Wealth Advisors Inc
CA 0.2
Lyle Allan Glen
CA 0.2
Crescent Sterling Ltd
LA 0.2
Fiduciary Management Group Ltd
MN 0.2
ICW Investment Advisors LLC
AZ 0.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com