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SO LLC
SILVER OAK, LLC
CRD 335596
254 SWEENY ST, SAN FRANCISCO, CA, 94134, United States
Phone
(415) 570-8525
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTRUST AND ESTATE PLANNING SERVICES, SELECTION OF THIRD PARTY BROKER-DEALERS
Official SEC filing: View on IAPD