Overview
Assets Under Management: $372 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 128
Average Client Assets: $3 million
Frequently Asked Questions
SILVER OAK ADVISORY GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108298), SILVER OAK ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
SILVER OAK ADVISORY GROUP, INC. is headquartered in PORTLAND, OR.
SILVER OAK ADVISORY GROUP, INC. serves 128 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, SILVER OAK ADVISORY GROUP, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SILVER OAK ADVISORY GROUP, INC. manages $372 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, SILVER OAK ADVISORY GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.37
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 717
Discretionary Accounts: 603
Non-Discretionary Accounts: 114
Regulatory Filings
CRD Number: 108298
Last Filing Date: 2025-02-21 00:00:00
Website: https://silveroak.net