WHITE OAK FINANCIAL MANAGEMENT, INC - Financial Advisor in North Carolina, Asheville

Tel: 828-274-7844 1270 Hendersonville Road Suite #4 Asheville, North Carolina 28803

About WHITE OAK FINANCIAL MANAGEMENT, INC

WHITE OAK FINANCIAL MANAGEMENT, INC is a Asheville, North Carolina based financial advisory firm with nearly $105,565,918 in assets under management and provides investment advisory services for 729 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

142615

Firm SEC#:

801-131079

Assets Under Management:

$105,565,918

No. of Clients:

729

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (INVESTMENT CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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