Blue Oak Financial, Inc.
Blue Oak Financial, Inc. (CRD# 127178) is a financial advisory firm headquartered in Fair Oaks, CA. They manage $3,611,610 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Blue Oak Financial, Inc.
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts41ACCOUNTS
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Average Account Value$88,088
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Blue Oak Financial, Inc.
No Advisor Found.
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