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SILVER OAK SERVICES PARTNERS,LLC

1560 Sherman Ave
Suite 1200
Evanston, Illinois 60201-4811
Tel: 847-332-0400

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About SILVER OAK SERVICES PARTNERS,LLC

SILVER OAK SERVICES PARTNERS,LLC, formally registered with the SEC as SILVER OAK SERVICES PARTNERS,LLC. The firm was established in 03/29/2012. They have over 3 offices throughout the country.

SILVER OAK SERVICES PARTNERS,LLC is a Evanston, Illinois based Financial Planning firm with nearly $1,301,426,644 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160904
SEC#801-73300
Assets Managed by Firm$1,301,426,644
No. of Clients7
No. of Advisors22

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total7$1,301,426,644

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