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WHITE OAK GLOBAL ADVISORS, LLC
3 Embarcadero Center
Suite 550
San Francisco, California 94111-4048
Tel: 415-644-4100
About WHITE OAK GLOBAL ADVISORS, LLC
WHITE OAK GLOBAL ADVISORS, LLC, formally registered with the SEC as WHITE OAK GLOBAL ADVISORS, LLC. The firm was established in 08/11/2009. They have over 4 offices throughout the country.
WHITE OAK GLOBAL ADVISORS, LLC is a San Francisco, California based Financial Planning firm with nearly $6,205,127,227 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 77 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149659 |
| SEC# | 801-70433 |
| Assets Managed by Firm | $6,205,127,227 |
| No. of Clients | 64 |
| No. of Advisors | 77 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 64 | $6,205,127,227 |
| Pension and profit sharing plans | Fewer than 5 clients | $59,299,902 |
| Charitable organizations | Fewer than 5 clients | $108,769 |
| Corporations or other businesses | Fewer than 5 clients | $36,701,991 |
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