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Darius Joseph Mozaffarian

WHITE OAK GLOBAL ADVISORS, LLC·SAN FRANCISCO, California
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3 EMBARCADERO CENTER, SAN FRANCISCO, CA 94111-4048CRD# 5007620Firm CRD# 149659
01

About

Darius Joseph Mozaffarian is a registered financial advisor based in SAN FRANCISCO, California, affiliated with WHITE OAK GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WHITE OAK GLOBAL ADVISORS, LLC
WHITE OAK GLOBAL ADVISORS, LLC
AUM
$6.2B
Regulatory assets under management
Employees
77
Total firm employees
View all advisors at WHITE OAK GLOBAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5007620
Firm CRD# 149659
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Darius Joseph Mozaffarian offer?
Darius Joseph Mozaffarian specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Darius Joseph Mozaffarian's credentials?
Darius Joseph Mozaffarian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Darius Joseph Mozaffarian located?
Darius Joseph Mozaffarian is based in SAN FRANCISCO, California, working with WHITE OAK GLOBAL ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Darius Joseph Mozaffarian charge for services?
Darius Joseph Mozaffarian's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE OAK GLOBAL ADVISORS, LLC?
WHITE OAK GLOBAL ADVISORS, LLC has approximately 77 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITE OAK GLOBAL ADVISORS, LLC

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Andre Amin Hakkak
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Barbara Jean Schassar Mckee
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Celine Maria Hannett
SAN FRANCISCO, CA
David Bruce Hackett
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David Michael Lund
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Research
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