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WHITE OAKS INVESTMENT MANAGEMENT, INC

Tel: 941-361-9000
1717 2nd Street
Suite C
Sarasota, Florida  34236

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WHITE OAKS INVESTMENT MANAGEMENT, INC

WHITE OAKS INVESTMENT MANAGEMENT, INC is a Sarasota, Florida based financial advisory firm with nearly $400,283,066 in assets under management and provides investment advisory services for 11 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

170016

SEC#:

801-79237

No. of Clients:

11

Assets under Management

$400,283,066

No. of Advisors:

2

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