Silver Oak Leaf Financial Services LLC
Silver Oak Leaf Financial Services LLC (CRD# 312191) is a financial advisory firm headquartered in , . They manage $2,374,682 in 38 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Silver Oak Leaf Financial Services LLC
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$62,492
Compensation Options
- A percentage of assets under your management
- 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.
SC
Financial Advisors at Silver Oak Leaf Financial Services LLC
1
Ty Kopke (CRD# 7321717) is an Investment Advisor Representative working at Silver Oak Leaf Financial Services LLC in Bluffton, SC and has over 3 years of experience in the finance industry.
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