Silver Oak Advisory Group
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 108298
- Registered since
- September 13, 1991
- Website
- www.silveroak.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.32%
- Individuals7.8%
- Charitable Organizations1.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Silver Oak Advisory Group is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1991 and is owned by an individual. The firm serves both individual/family and institutional clients and provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its billing methods include a percentage-of-AUM fee schedule as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not flagged as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents5%
- Exchange Traded Equities4%
- Other2%
Owners & executives
1 of 1
Joanne Boorman
Chief Compliance OfficerCRD 7403001
Contacts
3 of 3
Jessica Howe
Financial Advisor / PresidentCRD 5529814
Brent Hunsberger
Investment Adviser RepresentativeCRD 5910923
Parker Gallagher
Financial AdvisorCRD 7858490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$241M in ETFs
80%
$192M
20%
$49M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $49.3M | 671,986 | 20.43% |
Location
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 1130 Sw Morrison St
- Time zone
- PT (UTC-8)
- Office locations
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