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THREE OAKS PARTNERS INVESTMENT COUNSEL LLC
CRD 333279
1901 ULMERTON ROAD, SUITE 625-304, CLEARWATER, FL, 33762, United States
Phone
727-228-0673
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.0M
Discretionary AUM
$6.0M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $2.5M |
| High net worth individuals | 3 | $3.3M |
| Charitable organizations | 1 | $12 |
| Corporations/business entities | 2 | $170K |
All web addresses on file
Official SEC filing: View on IAPD