1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SILVEROAK INVESTMENTS, LLC

Map pin
Phone800-520-0605
NotebookSEC #801-115023
Total AUM
$68.3M
Employees
3
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
800-520-0605
Other Offices
2

ReceiptFinancials

Total AUM
$68.3M
Accounts
120
Discretionary
$68.3M
Accounts
120
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
100
AUM
$27.5M
HNW Individual Clients
20
AUM
$40.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANVNYOKTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account