Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

SILVER OAK ADVISORY GROUP, INC.

dba SILVER OAK ADVISORY GROUP · CRD 108298 · Registered Investment Adviser

SILVER OAK ADVISORY GROUP, INC. is a Registered Investment Adviser headquartered in PORTLAND, OR. The firm reports $418,936,075 in regulatory assets under management across 738 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$340,635,181
Non-discretionary$78,300,894
Total RAUM$418,936,075
Accounts738

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 108298. adviserinfo.sec.gov/firm/summary/108298.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.