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James Paul Cramer

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC·WESTERVILLE, Ohio
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4960 E. DUBLIN-GRANVILLE ROAD, WESTERVILLE, OH 43081CRD# 5917298Firm CRD# 157766
01

About

James Paul Cramer is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

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Firm Overview

Firm
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
AUM
$2.2B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC →
Services
Other
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5917298
Firm CRD# 157766
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Paul Cramer offer?
James Paul Cramer is a registered financial advisor in WESTERVILLE, Ohio. Contact their office for details on services offered.
What are James Paul Cramer's credentials?
James Paul Cramer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Paul Cramer located?
James Paul Cramer is based in WESTERVILLE, Ohio, working with WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does James Paul Cramer charge for services?
James Paul Cramer'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 PARTNERS INVESTMENT ADVISOR, LLC?
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC has approximately 11 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTERVILLE
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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