Two Oaks Investment Management, LLC
Two Oaks Investment Management, LLC (CRD# 157874) is a financial advisory firm headquartered in Fresno, CA. They manage $28,905,852 in 1 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$28,905,852
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")