← Back to searchVisit website
TWIN OAK ETF COMPANY
CRD 330365 · SEC 801-130584
888 WORCESTER ST, SUITE 200, WELLESLEY, MA, 02482, United States
Phone
617-402-5495
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.06B
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-28
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 5 | $1.06B |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD