WHITE OAKS INVESTMENT MANAGEMENT, INC
SEC Form ADV profile.
Total regulatory AUM
$496,135,160
Discretionary
$496,135,160
Non-discretionary
$0
Firm details
- CRD number
- 170016
- SEC file number
- 801-79237
- Main office
- SARASOTA, FL, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.