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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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