White Oaks Investment Management, Inc.
White Oaks Investment Management, Inc. (CRD# 170016) is a financial advisory firm headquartered in Sarasota, FL. They manage $400,283,066 in 11 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
White Oaks Investment Management, Inc.
By the Numbers
-
Total Assets Under Management400MILLION
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$36,389,370
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MN
Financial Advisors at White Oaks Investment Management, Inc.
1
Robert Klosterman (CRD# 805973) is an Investment Advisor Representative working at White Oaks Investment Management, Inc. in Sarasota, FL and has over 37 years of experience in the finance industry.
2
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.