← Back to searchVisit website
GORDON OAK FINANCIAL, LLC
CRD 310697
6010 W. SPRING CREEK PKWY, PLANO, TX, 75024, United States
Phone
214-326-0820
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Hourly charges; Fixed fees; PLANNING FEE MAY BE BASED ON 1% - 2% OF CLIENT'S ANNUAL INCOME
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $0 |
| High net worth individuals | 1 | $0 |
| Corporations/business entities | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD