WHITE OAK FINANCIAL MANAGEMENT, INC
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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (INVESTMENT CONSULTING)
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