RED OAK PARTNERS, LLC

BOCA RATON, Florida·3 registered advisors·CRD# 172149
SEC# 802-1192761212-614-8952
01

Firm Overview

AUM
$86M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at RED OAK PARTNERS, LLC

3 registered advisors
Adrian Justin Pertierra
BOCA RATON, Florida
Anthony Yung Snow
BOCA RATON, Florida
David Sandberg
BOCA RATON, Florida
05

Office Locations

BOCA RATON, Florida
3 advisors

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Data sourced from SEC Form ADV filings. RED OAK PARTNERS, LLC (CRD# 172149) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.