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Building 2SILVER OAK WEALTH ADVISORS SERVICES, LLC

Map pinLOS ANGELES, CA
Phone310-207-4800
NotebookSEC #801-112279
Total AUM
$300M
Employees
7
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10940 WILSHIRE BLVD
SUITE 975
LOS ANGELES
CA 90024
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
310-207-4800
Other Offices
1

ReceiptFinancials

Total AUM
$300M
Accounts
615
Discretionary
$287.4M
Accounts
574
Non-Discretionary
$12.5M
Accounts
41

ContactClients

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Individual Clients
62
AUM
$27.1M
HNW Individual Clients
80
AUM
$271.9M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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