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).
Total Assets Under Management303MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$23,273,396
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Robert Klosterman (CRD# 805973) is an Investment Advisor Representative working at White Oaks Investment Management, Inc. in Sarasota, FL and has over 31 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.