LIVE OAK INVESTMENT PARTNERS
Tel: 512-532-4700 3103 Bee Cave Road Suite 104 Austin, Texas 78746-5523
About LIVE OAK INVESTMENT PARTNERS
LIVE OAK INVESTMENT PARTNERS is a Austin, Texas based financial advisory firm with nearly $220,309,755 in assets under management and provides investment advisory services for 770 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
304406
Firm SEC#:
801-116882
Assets Under Management:
$220,309,755
No. of Clients:
770
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Education seminars/workshops
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