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RED OAK ADVISORS LLC
CRD 288289
5100 POPLAR AVE, SUITE 2749, MEMPHIS, TN, 38137, United States
Phone
901-258-4914
Fax
800-282-2119
Registration
— (—)
Source
State registered
Total AUM
$4.8M
Discretionary AUM
$4.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $4.8M |
All web addresses on file
Official SEC filing: View on IAPD