WHITE OAK FINANCIAL MANAGEMENT, INC

ASHEVILLE, North Carolina·2 registered advisors·CRD# 142615
SEC# 801-1310790828-274-7844
01

Firm Overview

AUM
$106M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WHITE OAK FINANCIAL MANAGEMENT, INC

2 registered advisors
Laura Cummings Mccue
ASHEVILLE, North Carolina
Priestley Cummings Ford
ASHEVILLE, North Carolina
05

Office Locations

ASHEVILLE, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. WHITE OAK FINANCIAL MANAGEMENT, INC (CRD# 142615) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.