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Building 2SILVER OAK SECURITIES, INC.

Map pinJACKSON, TN
Phone731-668-3825
NotebookSEC #801-71178
Total AUM
$2.4B
Employees
103
Clients
8,746

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
403 N. PARKWAY
STE. 101
JACKSON
TN 38305
United States
Operating Hours
8:30 A.M TO 5:00 P.M.
Monday - Friday
Phone
731-668-3825
Other Offices
85

ReceiptFinancials

Total AUM
$2.4B
Accounts
15,093
Discretionary
$2.4B
Accounts
15,006
Non-Discretionary
$44.5M
Accounts
87

ContactClients

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Individual Clients
8,183
AUM
$1.5B
HNW Individual Clients
448
AUM
$954.5M
Charitable Organization Clients
23
AUM
$3.4M
Corporation or Business Clients
92
AUM
$37.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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