LinkedIn Profile

Access WaterOak Advisors historical Linkedin company profile data on number of followers, employee headcount and more

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Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal Headcount change in past 24 months Company Name Sector Industry
private:wateroakadvisors-2 1332667 Jun 4th, 2019 12:00AM WaterOak Advisors 130 13.00 Open Investment Management Jun 4th, 2019 11:10AM Jun 4th, 2019 11:10AM WaterOak Advisors is first and foremost an independent, Fee-Only wealth management firm. Founded in 1997 and employee owned, we currently manage a nationwide client base totaling approximately $2 billion in assets. Since the firm’s inception, WaterOak Advisors has delivered objective advice implemented via institutional caliber investments not available to the retail investor. Our belief has always been that the only way to truly serve our clients was to create a firm that offers expert financial guidance within a Fee-Only structure. As well, our investment strategies are designed in the same fashion as many of the country’s largest endowments, foundations and pension plans. Our team of trusted financial advisors provide investment management to a select group of high net-worth clients, including individuals/families, foundations/endowments, and institutions. Open Wealth Management, Fee-Only, Investment Management, Independent, Financial Planning, QUANT+ Portfolio Series Open 145 Lincoln Avenue, Suite A Winter Park Florida US 32789 WaterOak Advisors Financial Services
private:wateroakadvisors-2 1332667 Mar 12th, 2018 12:00AM WaterOak Advisors 91 15.00 Open Investment Management Mar 12th, 2018 11:29AM Mar 12th, 2018 11:29AM Open WaterOak Advisors Financial Services
private:wateroakadvisors-2 1332667 Nov 7th, 2017 12:00AM WaterOak Advisors 87 17.00 Open Investment Management Nov 7th, 2017 04:05PM Nov 7th, 2017 04:05PM WaterOak Advisors is first and foremost an independent, Fee-Only wealth management firm. Founded in 1997 and employee owned, we currently manage a nationwide client base totaling approximately $1.7 billion in assets. Since the firm’s inception, WaterOak Advisors has delivered objective advice implemented via institutional caliber investments not available to the retail investor. Our belief has always been that the only way to truly serve our clients was to create a firm that offers expert financial guidance within a Fee-Only structure. WaterOak Advisors Financial Services
private:wateroakadvisors-2 1332667 Nov 1st, 2017 12:00AM WaterOak Advisors 86 17.00 Open Investment Management Nov 1st, 2017 03:52AM Nov 1st, 2017 03:52AM WaterOak Advisors is first and foremost an independent, Fee-Only wealth management firm. Founded in 1997 and employee owned, we currently manage a nationwide client base totaling approximately $1.7 billion in assets. Since the firm’s inception, WaterOak Advisors has delivered objective advice implemented via institutional caliber investments not available to the retail investor. Our belief has always been that the only way to truly serve our clients was to create a firm that offers expert financial guidance within a Fee-Only structure. WaterOak Advisors Financial Services

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