DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > north carolina > wilmington
LIVE OAK PRIVATE WEALTH, LLC
Tel: (844) 469-5679
1741 Tiburon Drive Wilmington, North Carolina 28403
LIVE OAK PRIVATE WEALTH, LLC
LIVE OAK PRIVATE WEALTH, LLC is a Wilmington, North Carolina based financial advisory firm with nearly $1,067,283,022 in assets under management and provides investment advisory services for 1086 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
297904
SEC#:
801-113818
No. of Clients:
1086
Assets under Management
$1,067,283,022
No. of Advisors:
12
More Financial Advisory Firms in Wilmington, North Carolina
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPTRUST | 175112 | 1554 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 1015 |
| BARINGS LLC | 106006 | 985 |
| ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | 513 |
| BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | 31 |
| STERLING CAPITAL MANAGEMENT LLC | 135405 | 181 |
More Firms in Wilmington, North Carolina >>