White OAKS Investment Management Inc
Legal Name: WHITE OAKS INVESTMENT MANAGEMENT, INC
595 BAY ISLES ROAD, SUITE 250, LONGBOAT KEY, FL
941-361-9000
http://www.whiteoaksinv.com
Frequently Asked Questions (FAQ)
Full Contact Details
White OAKS Investment Management Inc
595 BAY ISLES ROAD, SUITE 250, LONGBOAT KEY, FL
941-361-9000
Other Info
White Oaks Investment Management Inc is a registered DE Corporation providing advisory services to an unknown number of clients. With a team of three employees, all in advisory roles, the firm's SEC status is listed as Approved, having been registered since April 24th, 2014.
Wealth Management - Minneapolis, MN and Sarasota, FL
White Oaks Wealth Advisors is the wealth management and financial planning firm for high net worth clients from Minneapolis-St. Paul, MN, Sarasota, FL and beyond.
Direct Owners
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SHARON ALISON BLOODWORTH
CEO AND CHIEF COMPLIANCE OFFICER owns 75% or more
Custodians
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NATIONAL ADVISORS TRUST COMPANY FSB
United States -
NATIONAL ADVISORS TRUST COMPANY, FSB
United States