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Building 2WHITE OAK FINANCIAL MANAGEMENT, INC

Map pinASHEVILLE, NC
Phone828-274-7844
NotebookSEC #801-131079
Total AUM
$143.5M
Employees
3
Clients
351

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1270 HENDERSONVILLE ROAD
SUITE #4
ASHEVILLE
NC 28803
United States
Operating Hours
9:15 AM - 4:30 PM
Monday - Friday
Phone
828-274-7844

ReceiptFinancials

Total AUM
$143.5M
Accounts
905
Discretionary
$143.4M
Accounts
902
Non-Discretionary
$130.3K
Accounts
3

ContactClients

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Individual Clients
310
AUM
$50.9M
HNW Individual Clients
40
AUM
$90.8M
Charitable Organization Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLLANCNYSCTNTXVA

HandshakeAffiliates

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

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