PACIFIC OAK CAPITAL ADVISORS, LLC

11766 Wilshire Blvd.
Suite 1670
Los Angeles, California 90025
Tel: (424) 208-8100

About PACIFIC OAK CAPITAL ADVISORS, LLC

PACIFIC OAK CAPITAL ADVISORS, LLC, formally registered with the SEC as PACIFIC OAK CAPITAL ADVISORS, LLC. The firm was established in 09/17/2019. They have over 2 offices throughout the country.

PACIFIC OAK CAPITAL ADVISORS, LLC is a Los Angeles, California based Financial Planning firm with nearly $3,481,073,537 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299177
SEC#	801-117321
Assets Managed by Firm	$3,481,073,537
No. of Clients	2
No. of Advisors	15

Fee Structure

A percentage of AUM
Performance Based
Other (ACQUISITION AND DISPOSITION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$3,481,073,537

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