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

Building 2WHITE OAK FINANCIAL MANAGEMENT, INC

Map pinASHEVILLE, NC
Phone828-274-7844
NotebookSEC #801-68194
Total AUM
$37.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1270 HENDERSONVILLE ROAD
SUITE #4
ASHEVILLE
NC 28803
United States
Operating Hours
9 AM - 4:30 PM
Monday - Friday
Phone
828-274-7844

ReceiptFinancials

Total AUM
$37.8M
Accounts
595
Discretionary
$37.8M
Accounts
595
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account