White Oak Partners Investment Advisor LLC
Legal Name: WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Full Contact Details
White Oak Partners Investment Advisor LLC
5150 E. DUBLIN-GRANVILLE ROAD, SUITE ONE, WESTERVILLE, OH
614-741-7600
614-855-6795
Other Info
White Oak Partners Investment Advisor LLC, an Ohio-based firm, has a team of 6 experienced advisors who serve a total of 10 clients. The company is legally registered as WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC and has been approved by the U.S. Securities and Exchange Commission since June 2011.
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Investor Login Who We Are Meet the Team What We Do News & Insights Our Communities Join Our Team Available Positions Contact Us Who We Are Meet the Team What We Do News & Insights Our Communities Join Our Team Available Positions Contact Us Outperformance Through Expertise Experienced Owner/Operator…
Direct Owners
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CHRISTOPHER DAVID ADKINSON
CHIEF COMPLIANCE OFFICER owns less than 5%
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JAMES PAUL CRAMER
CFO owns less than 5%
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MICHAEL JAMES MENZER
CHIEF EXECUTIVE OFFICE owns less than 5%
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WHITE OAK PARTNERS, LLC
MANAGING MEMBER, SOLE MEMBER owns 75% or more
Indirect Owners
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MICHAEL JAMES MENZER
MEMBER owns more than 25% but less than 50%
Marketers
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BA SECURITIES, LLC
United States -
BA SECURITIES, LLC
United States