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    White Oaks Investment Management

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    Description

    • White Oaks Investment Management is a fee-only investment management firm serving high net worth individuals and families in Sarasota, Bradenton, Longboat Key, Tampa, and beyond. The White Oaks philosophy is based on decades of investment management experience and a belief that a well-diversified strategy will likely provide the best outcome.Contact us to schedule a Right Fit meeting with our team to make sure we are the right fit for managing your investments.
    • location

      Headquarters:1717 2nd Street Suite C, Sarasota, Florida, United States

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    • White Oaks Investment Management phone

      Phone Number: +1 941-309-5239

    • White Oaks Investment Management website

      Website: https://www.whiteoaksinv.com

    • White Oaks Investment Management employees

      Employees:3

    • White Oaks Investment Management revenue

      Revenue:$1 - 10M

    • White Oaks Investment Management legal name

      Legal Name:White Oaks Investment Management

    • White Oaks Investment Management's Social Media

      White Oaks Investment Management linkedin White Oaks Investment Management facebook
    • done Is this data correct?

    • |  NAICS Code: 541110  |

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    Person level website identification

    Portfolio Manager for White Oaks Investment Management

    Alex Duty

    Portfolio Manager

    Person level website visitor identification

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    View Employees

    Alex Duty

    Portfolio Manager

    Frequently Asked Questions regarding White Oaks Investment Management

    • Where are White Oaks Investment Management's Headquarters?

      White Oaks Investment Management's Headquarters are in 1717 2nd Street Suite C,Sarasota,Florida,United States

    • What is White Oaks Investment Management's phone number?

      White Oaks Investment Management's phone number is +1 941-309-5239

    • What is White Oaks Investment Management's official website?

      White Oaks Investment Management's official website is https://www.whiteoaksinv.com

    • What is White Oaks Investment Management's Revenue?

      White Oaks Investment Management's revenue is $1 - 10M

    • What is White Oaks Investment Management's NAICS code?

      White Oaks Investment Management's NAICS code is 541110

    • How many employees are working in White Oaks Investment Management

      White Oaks Investment Management has 3 employees

    • What is White Oaks Investment Management's Industry?

      White Oaks Investment Management is in the industry of Investment Management

    • Who is White Oaks Investment Management's Portfolio Manager?

      White Oaks Investment Management's Portfolio Manager is Alex Duty

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