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Building 2WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

Map pinWESTERVILLE, OH
Phone614-741-7600
NotebookSEC #801-72370
Total AUM
$1.8B
Employees
8
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4960 E. DUBLIN-GRANVILLE ROAD
SUITE 500
WESTERVILLE
OH 43081
United States
Operating Hours
8AM - 5PM EST
Monday - Friday
Phone
614-741-7600

ReceiptFinancials

Total AUM
$1.8B
Accounts
8
Discretionary
$1.8B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Other Clients
9
AUM
$1.8B
Description of Other Clients
JOINT VENTURES

Briefcase businessServices

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Services Offered
Other Services
Other Services
PORTFOLIO MANAGEMENT FOR JOINT VENTURES
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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