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SILVEROAK INVESTMENTS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$68.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 68.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 290935 |
| SEC Number | 801-115023 |
| Phone | 800-520-0605 |
| Fax | 800-520-0605 |
| Total Employees | 3 |
Client Count by Type (120 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 100 |
| High Net Worth Individual… | 20 |
County data not available for this organization.