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).
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Total Assets Under Management351MILLION
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Total Number of Accounts694ACCOUNTS
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Average Account Value$506,084
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, OR, TX, WA
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.
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.
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.