SEC CRD #801-79237
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 ... WHITE OAKS INVESTMENT MANAGEMENT, INC is a SARASOTA, FL-based registered investment adviser managing $496M in assets with 2 employees (CRD #170016). SARASOTA. 1717 2nd Street Suite C Sarasota, FL 34236 941.361.9000. Services. Fee-Only Financial Planning · Investment Management · Wealth Management · Family ...
SA BLOODWORTH
CEO & CCO
📞 (941) 361-9000
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AUM
$496M
Location
SARASOTA, FL
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