SILVER OAK SERVICES PARTNERS,LLC

EVANSTON, Illinois·3 registered advisors·CRD# 160904
SEC# 801-733002847-332-0400
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
22
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 SILVER OAK SERVICES PARTNERS,LLC

3 registered advisors
Gregory Maxwell Barr
EVANSTON, Illinois
Jeffrey Michael Mann
EVANSTON, Illinois
Linda S. Epstein
EVANSTON, Illinois
05

Office Locations

EVANSTON, Illinois
3 advisors

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Data sourced from SEC Form ADV filings. SILVER OAK SERVICES PARTNERS,LLC (CRD# 160904) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.