Silver Oak Securities, Inc.

Overview

Silver Oak Securities, Inc. operates as an independent broker-dealer and small investment bank that also provides advisory services. The firm positions itself as a capital allocator serving both individuals and families as well as institutional clients. Its service mix includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of external advisers. Compensation is delivered through a mix of percentage-of-AUM fees, hourly charges and fixed fees. The firm is not classified as an active ESG investor. Silver Oak lists business affiliations with broker-dealer and insurance company channels and identifies as an owner-operated corporation. It maintains custody relationships to support its advisory and brokerage activities rather than operating as a multi-state registered investment adviser in the traditional sense.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices