SILVEROAK INVESTMENTS, LLC
SILVEROAK INVESTMENTS LIMITED-LIABILITY COMPANY
CRD 290935 · SEC 801-115023
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$63.2M
Discretionary AUM
$63.2M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $27.6M |
| High net worth individuals | 14 | $35.6M |
All web addresses on file
- https://www.facebook.com/profile.php?id=100076869255229&mibextid=zbwkwl
- HTTP://WWW.SILVEROAKINVESTMENTS.COM/
- HTTP://WWW.COURTINVESTMENTS.COM/
- https://www.linkedin.com/company/silveroak-investments/about/
- HTTP://WWW.COURTINVESTMENTSERVICES.COM/
- https://www.linkedin.com/company/court-investment-services/about/
Official SEC filing: View on IAPD