T
CRD: 333279
Three Oaks Partners Investment Counsel LLC
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Northern Trust · Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2024
- Office Locations
- 2
Office Locations
1901 Ulmerton Road Suite 625-304 Clearwater FL
-- Lithia FL
About Three Oaks Partners Investment Counsel LLC
Three Oaks Partners Investment Counsel LLC is a Clearwater-based RIA with 2 offices. The firm has been operating for 1 years. Managing $6.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Northern Trust.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$250.4K AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
G
GREG MARTIN NEWMAN
Chief Compliance Officer
- CRD
- #2686351
- Ownership
- Less than 5%
Available
Available
Available
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J
JUSTIN JAMES WAI
--
- CRD
- #5972414
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,010,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,010,012 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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