TWO OAKS INVESTMENT MANAGEMENT, LLC

2 registered advisors·CRD# 157874

SEC# 801-723900888-806-8633

01

Firm Overview

AUM

$29M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (pooled investments)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at TWO OAKS INVESTMENT MANAGEMENT, LLC

2 registered advisors

Blake Tramill Todd

FRESNO, California

Jarrett James Perez

FRESNO, California

05

Office Locations

FRESNO, California

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Data sourced from SEC Form ADV filings. TWO OAKS INVESTMENT MANAGEMENT, LLC (CRD# 157874) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.