White Oaks Investment Management, Inc.

White Oaks Investment Management, Inc. (CRD# 170016) is a financial advisory firm headquartered in Sarasota, FL. They manage $395,414,397 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    395
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $35,946,763
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 - 2 of 2 top financial advisors.
1
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 36 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.

2
William A. Duty
CRD#: 4864800
1717 2nd Street, Suite C, Sarasota, FL 34236

William Duty (CRD# 4864800) is an Investment Advisor Representative working at White Oaks Investment Management, Inc. in Sarasota, FL and has 1 year of experience in the finance industry.

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