The SILVER OAK SECURITIES INCORPORATED is a privately held investment adviser that advises $2.45Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SILVER OAK SECURITIES INCORPORATED is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 219.71% over the last 5-years.
The Group has been registered with the SEC for 16.3 years and is comprised of 1 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 403 N. PARKWAY STE. 101, JACKSON, TENNESSEE. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 103 employees comprised of 103 investment and 0 non-investment staff. The total number of Employees increased by 47.14% over the last 5-years.
Their $2.45Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 115 other accounts. Assets of Individuals clients own $1.45Bn or 59.36% of Total Assets and High Net Worth Individuals own $954.46mn or 38.98% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SILVER OAK SECURITIES INCORPORATED names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.