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    Three Oaks Capital Management

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    Description

    • Our mission is to improve our clients' lives by organizing and optimizing their finances. To do so we act as our clients' chief financial officers, helping them reach their financial goals through thoughtful planning and management of their investments. Three Oaks is a fee-only firm. This means that we are compensated only by our clients directly, and never through commissions, kickbacks, or revenue sharing agreements. In addition, Three Oaks has a legal obligation to act in a fiduciary capacity as a registered investment advisory firm. This means we must do what's in our clients' best interests at all times. This structure best supports our mission, as it aligns our interests with our clients in a transparent and dutiful way. Visit us at www.3oakscapital.com, or subscribe to our monthly newsletter Above the Canopy at www.3oakscapital.com.
    • location

      Headquarters:2377 Gold Meadow Way Suite 100, Gold River, California, United States

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    • Three Oaks Capital Management phone

      Phone Number: +1 503-726-1071

    • Three Oaks Capital Management website

      Website: https://www.3oakscapital.com

    • Three Oaks Capital Management employees

      Employees:3

    • Three Oaks Capital Management revenue

      Revenue:$1 - 10M

    • Three Oaks Capital Management legal name

      Legal Name:Three Oaks Capital Management

    • Three Oaks Capital Management's Social Media

      Three Oaks Capital Management linkedin Three Oaks Capital Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Three Oaks Capital Management

    Grant Bledsoe

    President

    Person level website visitor identification

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    View Employees

    Grant Bledsoe

    President

    Frequently Asked Questions regarding Three Oaks Capital Management

    • Where are Three Oaks Capital Management's Headquarters?

      Three Oaks Capital Management's Headquarters are in 2377 Gold Meadow Way Suite 100,Gold River,California,United States

    • What is Three Oaks Capital Management's phone number?

      Three Oaks Capital Management's phone number is +1 503-726-1071

    • What is Three Oaks Capital Management's official website?

      Three Oaks Capital Management's official website is https://www.3oakscapital.com

    • What is Three Oaks Capital Management's Revenue?

      Three Oaks Capital Management's revenue is $1 - 10M

    • What is Three Oaks Capital Management's NAICS code?

      Three Oaks Capital Management's NAICS code is 523930

    • How many employees are working in Three Oaks Capital Management

      Three Oaks Capital Management has 3 employees

    • What is Three Oaks Capital Management's Industry?

      Three Oaks Capital Management is in the industry of Investment Management

    • Who is Three Oaks Capital Management's President?

      Three Oaks Capital Management's President is Grant Bledsoe

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