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GORDON OAK FINANCIAL, LLC

CRD 310697

Visit website

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

TypeClientsAUM
Individuals38$0
High net worth individuals1$0
Corporations/business entities1$0

All web addresses on file

Official SEC filing: View on IAPD