WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

4960 E. Dublin-Granville Road
Suite 500
Westerville, Ohio 43081
Tel: 614-741-7600

About WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC, formally registered with the SEC as WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC. The firm was established in 06/08/2011. They have over 1 offices throughout the country.

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC is a Westerville, Ohio based Financial Planning firm with nearly $2,165,200,000 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157766
SEC#	801-72370
Assets Managed by Firm	$2,165,200,000
No. of Clients	5
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Other (PORTFOLIO MANAGEMENT FOR JOINT VENTURES)

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$2,165,200,000

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