SAGEOAK FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$174,816,282
Discretionary
$174,816,282
Non-discretionary
$0
Firm details
- CRD number
- 166927
- SEC file number
- 801-122855
- Main office
- TULSA, OK, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://twitter.com/sageoak
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.