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SILVER OAK WEALTH ADVISORS
LOS ANGELES, CA
310-207-4800
SEC #801-63906Total AUM
$208.9M
Employees
4Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10866 WILSHIRE BLVD.
SUITE 1270
LOS ANGELES
CA 90024
United States
SUITE 1270
LOS ANGELES
CA 90024
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Monday - Friday
Phone
310-207-4800
Financials
Total AUM
$208.9M
Accounts
521Discretionary
$208.9M
Accounts
521Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.