Three Oaks Capital Management
Three Oaks Capital Management (CRD# 171082) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $8,500,000 in 37 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$229,730
- 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
- Pension consulting services
Grant Bledsoe (CRD# 5424910) is an Investment Advisor Representative and founder of Three Oaks Capital Management. He serves clients in the Sacramento & Portland areas, as well as remotely around the country. Grant has over 10 years of experience in the finance industry. You can find Grant's blog at http://abovethecanopy.us.