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SILVER OAK ADVISORY GROUP
SILVER OAK ADVISORY GROUP, INC.
CRD 108298 · SEC 801-39897
1130 SW MORRISON ST, STE 312, PORTLAND, OR, 97205-2217, United States
Phone
503-242-1715
Fax
503-242-1808
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$418.9M
Discretionary AUM
$340.6M
Team
8 total employees; 7 advisory reps; 88 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $32.7M |
| High net worth individuals | 140 | $378.4M |
| Charitable organizations | 3 | $7.8M |
States served
CA, CO, OR, TX
All web addresses on file
Official SEC filing: View on IAPD