DIRECTORY OF REGISTERED ADVISORS
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SILVEROAK WEALTH MANAGEMENT LLC
Tel: 952-896-5700
3600 Minnesota Drive Suite 860
Edina, Minnesota 55435
SILVEROAK WEALTH MANAGEMENT LLC
SILVEROAK WEALTH MANAGEMENT LLC is a Edina, Minnesota based financial advisory firm with nearly $1,516,292,464 in assets under management and provides investment advisory services for 1802 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
110532
SEC#:
801-60208
No. of Clients:
1802
Assets under Management
$1,516,292,464
No. of Advisors:
20
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