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Building 2WHITE OAKS WEALTH ADVISORS INC

Map pinMINNEAPOLIS, MN
Phone612-455-6900
NotebookSEC #801-51809
Total AUM
$429.9M
Employees
10
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
IDS CENTER, 80 SOUTH EIGHTH STREET
SUITE 1725
MINNEAPOLIS
MN 55402-2123
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
612-455-6900

ReceiptFinancials

Total AUM
$429.9M
Accounts
254
Discretionary
$340.8M
Accounts
249
Non-Discretionary
$89.1M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
ACCOUNTING, PROPERTY MANAGEMENT, BILL PAY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNTXWI

HandshakeAffiliates

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

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