1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OAK ADVISORS, LLC

Map pinBLUFFTON, SC
Phone843-757-9339
NotebookSEC #801-64842
Total AUM
$284.7M
Employees
6
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 CLARK SUMMIT DRIVE
SUITE 201
BLUFFTON
SC 29910
United States
Operating Hours
9:30 TO 4:00
Monday - Friday
Phone
843-757-9339

ReceiptFinancials

Total AUM
$284.7M
Accounts
523
Discretionary
$284.7M
Accounts
523
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
94
AUM
$37.5M
HNW Individual Clients
69
AUM
$246.8M
Charitable Organization Clients
1
AUM
$423.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GALANCNYSCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account