CENTEROAK ADVISER, L.P.

100 Crescent Court, Suite 1700
Dallas, Texas 75201-7862
Tel: 214.301.4201

About CENTEROAK ADVISER, L.P.

CENTEROAK ADVISER, LP, formally registered with the SEC as CENTEROAK ADVISER, LP. The firm was established in 03/11/2015. They have over 1 offices throughout the country.

CENTEROAK ADVISER, L.P. is a Dallas, Texas based Financial Planning firm with nearly $1,478,565,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175156
SEC#	801-81052
Assets Managed by Firm	$1,478,565,000
No. of Clients	3
No. of Advisors	17

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	3	$1,478,565,000

More Retirement Planning firms in Dallas, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Dallas, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.