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Building 2SILVER OAK SERVICES PARTNERS,LLC

Map pinEVANSTON, IL
Phone847-332-0400
NotebookSEC #801-73300
Total AUM
$1.8B
Employees
25
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1560 SHERMAN AVE
SUITE 1200
EVANSTON
IL 60201-4811
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
847-332-0400
Other Offices
2

ReceiptFinancials

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

ContactClients

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Pooled Vehicle Clients
8
AUM
$1.8B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIL

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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