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Financial Advisor
Florida
Sarasota
WHITE OAKS INVESTMENT MANAGEMENT, INC

WHITE OAKS INVESTMENT MANAGEMENT, INC

Tel: 941-361-9000 1717 2nd Street Suite C Sarasota, Florida 34236

About WHITE OAKS INVESTMENT MANAGEMENT, INC

WHITE OAKS INVESTMENT MANAGEMENT, INC is a Sarasota, Florida based financial advisory firm with nearly $400,283,066 in assets under management and provides investment advisory services for 11 clients. There are currently 2 financial advisors at the firm.

General Information
Firm CRD#:

170016

Firm SEC#:

801-79237

Assets Under Management:

$400,283,066

No. of Clients:

11

Advisory Services Provided:

Portfolio management for pooled investment vehicles

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