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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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