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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


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

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.

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