Three Oaks Capital Management
Three Oaks Capital Management (CRD# 171082) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $3,718,598 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$247,907
- 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
Grant Bledsoe (CRD# 5424910) is an Investment Advisor Representative working at Three Oaks Capital Management in Lake Oswego, OR and has over 10 years of experience in the finance industry. You can find Grant's blog at http://abovethecanopy.us.