Be advised. This firm is no longer registered.

Water Oak Advisors, LLC

Water Oak Advisors, LLC (CRD# 140486) is a financial advisory firm headquartered in Winter Park, FL. They manage $2,246,113,015 in 2,020 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
145 Lincoln Avenue, Suite A, Winter Park, FL 32789
http://www.wateroak.com
By the Numbers
  • Total Assets Under Management
    2,246
    MILLION
  • Total Number of Accounts
    2,020
    ACCOUNTS
  • Average Account Value
    $1,111,937
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, DC, DE, FL, GA, MA, MD, MI, MN, NC, NJ, OH, PA, SC, TX, UT, VA

Financial Advisors at Water Oak Advisors, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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