White Oak Partners Investment Advisor, LLC
White Oak Partners Investment Advisor, LLC (CRD# 157766) is a financial advisory firm headquartered in Westerville, OH. They manage $590,957,684 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management591MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$39,397,179
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)