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SILVER OAK ADVISORY GROUP, INC.

Doing business as SILVER OAK ADVISORY GROUP. SEC Form ADV profile.

Total regulatory AUM
$418,936,075
Discretionary
$340,635,181
Non-discretionary
$78,300,894

Firm details

CRD number
108298
SEC file number
801-39897
Main office
PORTLAND, OR, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.