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 $362,574,487 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management363MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$40,286,054
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)