Centeroak Adviser, LP
Centeroak Adviser, LP (CRD# 175156) is a financial advisory firm headquartered in Dallas, TX. They manage $399,600,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management400MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$399,600,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)