White Oaks Investment Management

EST. AUM
$496,135,160

CONTACTS
2

CLIENT ACCOUNTS
11

Firm Details

Metro area Tampa
CRD Number 170016
Website whiteoaksinv.com
Client types

Overview

White Oaks is a fee-only investment management firm that serves endowments, funds, and non-profits, as well as high net worth families and family offices. It is a boutique firm that offers services surrounding alternative investments, risk models, gifting allocations, and more. Their team works directly with CFAs, CFPs ®, CPAs, and investment analysts.

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

White Oaks Investment Management

Platform Details

Investment Preferences

Alternative Activity

Address

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