White Oaks Investment Management, Inc.

White Oaks Investment Management, Inc. (CRD# 170016) is a financial advisory firm headquartered in Longboat Key, FL. They manage $302,554,152 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
595 Bay Isles Road, Suite 250, Longboat Key, FL 34228
http://www.whiteoaksinv.com
By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $23,273,396
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MN

Financial Advisors at White Oaks Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert Klosterman, financial advisor Sarasota FL
Robert J. Klosterman
CRD#: 805973
1990 Main Street, Suite 750, Sarasota, FL 34236
96
Wealthminder
score

Robert Klosterman (CRD# 805973) is an Investment Advisor Representative working at White Oaks Investment Management, Inc. in Sarasota, FL and has over 32 years of experience in the finance industry. Robert Klosterman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals