WHITE OAKS INVESTMENT MANAGEMENT, INC

1717 2nd Street
Suite C
Sarasota, Florida 34236
Tel: 941-361-9000

About WHITE OAKS INVESTMENT MANAGEMENT, INC

WHITE OAKS INVESTMENT MANAGEMENT, INC, formally registered with the SEC as WHITE OAKS INVESTMENT MANAGEMENT, INC. The firm was established in 04/24/2014. They have over 2 offices throughout the country.

WHITE OAKS INVESTMENT MANAGEMENT, INC is a Sarasota, Florida based Financial Planning firm with nearly $400,283,066 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170016
SEC#	801-79237
Assets Managed by Firm	$400,283,066
No. of Clients	11
No. of Advisors	2

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	11	$400,283,066

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