WHITE OAKS INVESTMENT MANAGEMENT, INC

SARASOTA, Florida·1 registered advisor·CRD# 170016
SEC# 801-792371941-361-9000
01

Firm Overview

AUM
$400M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at WHITE OAKS INVESTMENT MANAGEMENT, INC

1 registered advisor
Robert John Klosterman
LONGBOAT KEY, Florida
05

Office Locations

LONGBOAT KEY, Florida
1 advisor

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 OAKS INVESTMENT MANAGEMENT, INC (CRD# 170016) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.