← Back to searchVisit website
WHITE OAK WEALTH PARTNERS
THE TURLINGTON GROUP, INC.
CRD 317324 · SEC 801-135911
1618 GLENWOOD AVE, RALEIGH, NC, 27608, United States
Phone
919-858-6490
Fax
919-913-8582
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.5M
Discretionary AUM
$110.5M
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $13.9M |
| High net worth individuals | 27 | $83.4M |
| Corporations/business entities | 5 | $13.2M |
States served
NC, TX
All web addresses on file
Official SEC filing: View on IAPD