Home
›
Firms
›
WHITE OAK GLOBAL ADVISORS, LLC
WHITE OAK GLOBAL ADVISORS, LLC
SAN FRANCISCO, California
·
11 registered advisors
·
CRD# 149659
SEC# 801-70433
3
415-644-4100
01
Firm Overview
AUM
$6.2B
Regulatory assets under management
Employees
77
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WHITE OAK GLOBAL ADVISORS, LLC
11 registered advisors
Andre Amin Hakkak
SAN FRANCISCO, California
CRD# 2198641
Barbara Jean Schassar Mckee
SAN FRANCISCO, California
CRD# 4647570
Celine Maria Hannett
SAN FRANCISCO, California
CRD# 7118691
Darius Joseph Mozaffarian
SAN FRANCISCO, California
CRD# 5007620
David Bruce Hackett
SAN FRANCISCO, California
CRD# 4764665
David Michael Lund
SAN FRANCISCO, California
CRD# 6008269
Diane Altieri
SAN FRANCISCO, California
CRD# 7142652
Eric Adams Snyder
SAN FRANCISCO, California
CRD# 4355423
Jeffrey Scott Lisle
SAN FRANCISCO, California
CRD# 6008270
Matthew David Caudill
SAN FRANCISCO, California
CRD# 4814478
Timothy Patrick Goodwin
SAN FRANCISCO, California
CRD# 3258856
05
Office Locations
SAN FRANCISCO, California
11 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. WHITE OAK GLOBAL ADVISORS, LLC (CRD# 149659) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.