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Michael James Menzer

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC·WESTERVILLE, Ohio
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4960 E. DUBLIN-GRANVILLE ROAD, WESTERVILLE, OH 43081CRD# 1597360Firm CRD# 157766
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About

Michael James Menzer 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# 1597360
Firm CRD# 157766
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael James Menzer offer?
Michael James Menzer is a registered financial advisor in WESTERVILLE, Ohio. Contact their office for details on services offered.
What are Michael James Menzer's credentials?
Michael James Menzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Menzer located?
Michael James Menzer 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 Michael James Menzer charge for services?
Michael James Menzer'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
Russell Tate Ginise — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCRichard Kyle Winning — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCMatthew Edward Shaffer — SHAFFER CAPITAL ADVISERS, LLCJeffrey Gale Best — BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLCJames Paul Cramer — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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