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Priestley Cummings Ford

WHITE OAK FINANCIAL MANAGEMENT, INC·ASHEVILLE, North Carolina
Unclaimed Profile
1270 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803CRD# 4669597Firm CRD# 142615
01

About

Priestley Cummings Ford is a registered financial advisor based in ASHEVILLE, North Carolina, affiliated with WHITE OAK FINANCIAL MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WHITE OAK FINANCIAL MANAGEMENT, INC
WHITE OAK FINANCIAL MANAGEMENT, INC
AUM
$106M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WHITE OAK FINANCIAL MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4669597
Firm CRD# 142615
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Priestley Cummings Ford offer?
Priestley Cummings Ford specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.
What are Priestley Cummings Ford's credentials?
Priestley Cummings Ford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Priestley Cummings Ford located?
Priestley Cummings Ford is based in ASHEVILLE, North Carolina, working with WHITE OAK FINANCIAL MANAGEMENT, INC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.
How does Priestley Cummings Ford charge for services?
Priestley Cummings Ford's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE OAK FINANCIAL MANAGEMENT, INC?
WHITE OAK FINANCIAL MANAGEMENT, INC has approximately 3 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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