SilverOak Wealth Management

EST. AUM
$1,998,398,183

CONTACTS
14

CLIENT ACCOUNTS
1,992

Firm Details

Metro area Minneapolis
CRD Number 110532
Website silveroakwealth.com
Client types

Overview

SilverOak is a $1.5 billion RIA in Minneapolis, MN. They focus on mutual fund and ETF asset allocation models for their clients. Silver Oak focuses on liquid markets, which means they do not invest in hedge funds, private real estate, private equity, venture, or any other illiquid markets. John Tatera is the research analyst.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SilverOak Wealth Management

Platform Details

Investment Preferences

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Address

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