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THE BLUE OAK GROUP, LLC
CRD 291588
ONE BOSTON PLACE, SUITE 2600, BOSTON, MA, 02108, United States
Phone
843-212-8996
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Official SEC filing: View on IAPD