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LIVE OAK INVESTMENT PARTNERS
3103 Bee Cave Road
Suite 104
Austin, Texas 78746-5523
Tel: 512-532-4700
About LIVE OAK INVESTMENT PARTNERS
LIVE OAK INVESTMENT PARTNERS, formally registered with the SEC as LIVE OAK INVESTMENT PARTNERS. The firm was established in 07/02/2019. They have over 1 offices throughout the country.
LIVE OAK INVESTMENT PARTNERS is a Austin, Texas based Financial Planning firm with nearly $220,309,755 assets under management, offering retirement planning & investment advisory services to 770 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304406 |
| SEC# | 801-116882 |
| Assets Managed by Firm | $220,309,755 |
| No. of Clients | 770 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 770 | $220,309,755 |
| Individuals (other than high net worth individuals) | 330 | $79,923,086 |
| High net worth individuals | 56 | $120,479,750 |
| Pension and profit sharing plans | 8 | $19,906,919 |
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