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SILVER OAK ADVISORY GROUP
1130 Sw Morrison St
Ste 312
Portland, Oregon 97205-2217
Tel: 503-242-1715
About SILVER OAK ADVISORY GROUP
SILVER OAK ADVISORY GROUP, formally registered with the SEC as SILVER OAK ADVISORY GROUP. The firm was established in 09/13/1991. They have over 1 offices throughout the country.
SILVER OAK ADVISORY GROUP is a Portland, Oregon based Financial Planning firm with nearly $371,968,725 assets under management, offering retirement planning & investment advisory services to 717 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108298 |
| SEC# | 801-39897 |
| Assets Managed by Firm | $371,968,725 |
| No. of Clients | 717 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 717 | $371,968,725 |
| Individuals (other than high net worth individuals) | 59 | $38,641,358 |
| High net worth individuals | 128 | $324,981,280 |
| Charitable organizations | 3 | $8,346,087 |
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