THREE OAKS WEALTH
Gold River, CA
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
916-318-4849
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, GOLD RIVER
2 advisers found
Gold River, CA
AUM
$89.3M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
916-318-4849
Gold River, CA
AUM
$32.0M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; SELECTION OF OTHER ADVISOR FEES
916-229-8346