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 registered investment advisor formed as a corporation and registered with the SEC since 1991. The firm is individually owned and serves both individuals and families as well as institutional clients. Its advisory services center on financial planning and portfolio management for individuals, small businesses and institutions. Fee arrangements include percentage-of-assets, hourly charges and fixed fees. FINTRX flags Silver Oak as not serving as a capital allocator and not positioned as an ESG investor. The adviser does not list multi-state registration or pension consulting as part of its profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
- Other2%
Owners & executives
1 of 1Joanne Boorman
Chief Compliance OfficerCRD 7403001
Contacts
3 of 3JESSICA 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 57Active vs passive
$221M in ETFs
81%
$180M
19%
$41.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $46.4M | 630,752 | 21.00% |
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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