DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > ohio > westerville
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Tel: 614-741-7600
4960 E. Dublin-Granville Road Suite 500
Westerville, Ohio 43081
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC is a Westerville, Ohio based financial advisory firm with nearly $2,165,200,000 in assets under management and provides investment advisory services for 5 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Other (PORTFOLIO MANAGEMENT FOR JOINT VENTURES)
Fee Structure:
A percentage of AUM, Performance Based
Firm CRD#:
157766
SEC#:
801-72370
No. of Clients:
5
Assets under Management
$2,165,200,000
No. of Advisors:
11
More Financial Advisory Firms in Westerville, Ohio
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | 158 |
| NATIONWIDE FUND ADVISORS | 109391 | 135 |
| MEEDER PUBLIC FUNDS, INC. | 106816 | 48 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | 127 |
| TOUCHSTONE ADVISORS INC | 107028 | 84 |
| SEQUOIA FINANCIAL GROUP, L.L.C. | 117756 | 296 |
More Firms in Westerville, Ohio >>