Adviser Profile
| As of Date | 09/08/2024 |
| Registration status | Registration Changed to WHITE OAK FINANCIAL MANAGEMENT, INC |
| ADV Location | ASHEVILLE, NC, United States |
| Contact Info | 828 xxxxxxx |
| Websites |
| AUM* | 105,565,918 3% |
| of that, discretionary | 105,565,918 3% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 144,809 8% |
| % High Net Worth | 8.40% -27% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
1
1
1
1
Private Funds
No private funds