TWIN OAKS PARTNERS

One Main Street, Suite 202
Chatham, New Jersey 07928-2426
Tel: 973-635-3854

About TWIN OAKS PARTNERS

TWIN OAKS PARTNERS, formally registered with the SEC as TWIN OAKS PARTNERS. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

TWIN OAKS PARTNERS is a Chatham, New Jersey based Financial Planning firm with nearly $766,925,053 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161896
SEC#	801-74616
Assets Managed by Firm	$766,925,053
No. of Clients	2
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$766,925,053

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