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LIVE OAK WEALTH ADVISORY GROUP, LLC
Tel: 281-822-9200
3730 Kirby Drive Suite 1200
Houston, Texas 77030
LIVE OAK WEALTH ADVISORY GROUP, LLC
LIVE OAK WEALTH ADVISORY GROUP, LLC is a Houston, Texas based financial advisory firm with nearly $133,920,781 in assets under management and provides investment advisory services for 314 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
154962
SEC#:
801-122404
No. of Clients:
314
Assets under Management
$133,920,781
No. of Advisors:
6
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