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White Oak Financial Management, Inc CRD 142615
$143M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1270 Hendersonville Road Suite #4, Asheville, NC 28803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-15 |
| NC | RA | APPROVED | 2015-10-30 |
| TX | RA | APPROVED | 2015-10-30 |
Branch Locations
1270 Hendersonville Road Suite #4, Asheville, NC 28803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Oak Financial Management, Inc. | Asheville | NC | 09/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-05 |
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