Overview
Assets Under Management: $285 million
Headquarters: MENLO PARK, CA
High-Net-Worth Clients: 94
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 405
Discretionary Accounts: 405
Regulatory Filings
CRD Number: 108592
Last Filing Date: 2025-02-25 00:00:00
Website: https://blueoak.net