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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-22-2017
- Office Locations
- 2
Office Locations
About Silveroak Investments, LLC
SilverOak Investments is a boutique RIA founded by Ryan J. Yuhnke (former Morgan Stanley Portfolio Management Director) providing customized, discretionary investment management plus planning/consulting for individuals and families, including corporate 401(k) and retirement accounts. The firm follows a process-driven, intrinsic-value approach tied to changes in earnings expectations and offers specialized court investment services managing probate, conservatorship/guardianship, and trust/estate assets for fiduciaries.
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Owner & Executives
RYAN JEFFREY YUHNKE
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #5015011
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DEIYA PERNAS
--
- CRD
- #6218740
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,209,206 | $569,428 |
| Non-Discretionary | $0 | -- |
| Total | $63,209,206 | $569,428 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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