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SILVER OAK SERVICES PARTNERS,LLC
SILVER OAK SERVICES PARTNERS,LLC
EVANSTON, Illinois
·
4 registered advisors
·
CRD# 160904
SEC# 801-73300
2
847-332-0400
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
4
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
4 registered advisors
Daniel Michael Gill
EVANSTON, Illinois
CRD# 6020884
Gregory Maxwell Barr
EVANSTON, Illinois
CRD# 6020883
Jeffrey Michael Mann
EVANSTON, Illinois
CRD# 6020880
Linda S. Epstein
EVANSTON, Illinois
CRD# 7598478
05
Office Locations
EVANSTON, Illinois
4 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
.