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Building 2SILVER OAK ADVISORY GROUP

Map pinPORTLAND, OR
Phone503-242-1715
NotebookSEC #801-39897
Total AUM
$418.9M
Employees
8
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1130 SW MORRISON ST
STE 312
PORTLAND
OR 97205-2217
United States
Operating Hours
9AM TO 4PM
Monday - Friday
Phone
503-242-1715

ReceiptFinancials

Total AUM
$418.9M
Accounts
738
Discretionary
$340.6M
Accounts
609
Non-Discretionary
$78.3M
Accounts
129

ContactClients

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Individual Clients
50
AUM
$32.7M
HNW Individual Clients
140
AUM
$378.4M
Charitable Organization Clients
3
AUM
$7.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOORTX

HandshakeAffiliates

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

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