1560 Sherman Ave
Suite 1200
Evanston, Illinois 60201-4811
Tel: 847-332-0400
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 160904 |
SEC# | 801-73300 |
Assets Managed by Firm | $1,301,426,644 |
No. of Clients | 7 |
No. of Advisors | 22 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 7 | $1,301,426,644 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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