White Oak Financial Management, Inc.
White Oak Financial Management, Inc. (CRD# 142615) is a financial advisory firm headquartered in Asheville, NC. They manage $102,096,738 in 760 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management102MILLION
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Total Number of Accounts760ACCOUNTS
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Average Account Value$134,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
NC, SC, TX
Brent Ford (CRD# 5178547) is an Investment Advisor Representative working at White Oak Financial Management, Inc. in Asheville, NC and has over 17 years of experience in the finance industry.
Laura McCue (CRD# 1641155) is an Investment Advisor Representative working at White Oak Financial Management, Inc. in Asheville, NC and has over 37 years of experience in the finance industry.
Luke Gerolimatos (CRD# 7087840) is an Investment Advisor Representative working at White Oak Financial Management, Inc. in Asheville, NC and has over 4 years of experience in the finance industry.