Overview
Assets Under Management: $372 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 128
Average Client Assets: $3 million
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