SILVER OAK WEALTH ADVISORS SERVICES, LLC
Tel: 310-207-4800 10940 Wilshire Blvd Suite 975 Los Angeles, California 90024
About SILVER OAK WEALTH ADVISORS SERVICES, LLC
SILVER OAK WEALTH ADVISORS SERVICES, LLC is a Los Angeles, California based financial advisory firm with nearly $218,219,783 in assets under management and provides investment advisory services for 532 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
291645
Firm SEC#:
801-112279
Assets Under Management:
$218,219,783
No. of Clients:
532
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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