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Building 2WHITE OAKS INVESTMENT MANAGEMENT, INC

Map pinSARASOTA, FL
Phone941-361-9000
NotebookSEC #801-79237
Total AUM
$496.1M
Employees
2
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1717 2ND STREET
SUITE C
SARASOTA
FL 34236
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
941-361-9000
Other Offices
1

ReceiptFinancials

Total AUM
$496.1M
Accounts
11
Discretionary
$496.1M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
10
AUM
$496.1M

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
FLMN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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