Silver Oak Advisory Group

Silver Oak Advisory Group (CRD# 108298) is a financial advisory firm headquartered in Portland, OR. They manage $351,222,549 in 694 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1130 Sw Morrison St, Ste 312, Portland, OR 97205
http://www.silveroak.net
By the Numbers
  • Total Assets Under Management
    351
    MILLION
  • Total Number of Accounts
    694
    ACCOUNTS
  • Average Account Value
    $506,084
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Silver Oak Advisory Group
Showing 1 - 3 of 3 top financial advisors.
1
Jessica Howe, financial advisor Portland OR
Jessica M. Howe
CRD#: 5529814
1130 Sw Morrison St, Ste 312, Portland, OR 97205

Jessica Howe (CRD# 5529814) is an Investment Advisor Representative working at Silver Oak Advisory Group in Portland, OR and has over 15 years of experience in the finance industry.

2
Brent Hunsberger, financial advisor Portland OR
Brent C. Hunsberger
CRD#: 5910923
1130 Sw Morrison Street, Suite 312, Portland, OR 97205

Brent Hunsberger (CRD# 5910923) is an Investment Advisor Representative working at Silver Oak Advisory Group in Portland, OR and has over 13 years of experience in the finance industry.

3
Megan Buchanan, financial advisor Portland OR
Megan E. Buchanan
CRD#: 7315217
1130 Sw Morrison St, Ste 312, Portland, OR 97205

Megan Buchanan (CRD# 7315217) is an Investment Advisor Representative working at Silver Oak Advisory Group in Portland, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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