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SILVER OAK ADVISORY GROUP, INC.
SILVER OAK ADVISORY GROUP, INC.
SILVER OAK ADVISORY GROUP
PORTLAND, Oregon
·
4 registered advisors
·
CRD# 108298
SEC# 801-39897
0
503-242-1715
01
Firm Overview
AUM
$351M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SILVER OAK ADVISORY GROUP, INC.
4 registered advisors
Benjamin Ezra Gilbert
PORTLAND, Oregon
CRD# 5153631
Boorman Joanne
PORTLAND, Oregon
CRD# 7403001
Deborah Leola Thomas
PORTLAND, Oregon
CRD# 2121031
Jessica Marie Howe
PORTLAND, Oregon
CRD# 5529814
05
Office Locations
PORTLAND, Oregon
4 advisors
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Data sourced from SEC Form ADV filings. SILVER OAK ADVISORY GROUP, INC. (CRD# 108298) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.