Red Oak Advisors LLC
Red Oak Advisors LLC (CRD# 288289) is a financial advisory firm headquartered in Memphis, TN. They manage $39,500,000 in 151 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts151ACCOUNTS
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Average Account Value$261,589
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TN
Financial Advisors at Red Oak Advisors LLC
1
William French Iii (CRD# 1730784) is an Investment Advisor Representative working at Red Oak Advisors LLC in Memphis, TN and has over 36 years of experience in the finance industry.
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