| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Marie Howe Control | President | Over 75% | 2012 |
| Joanne Boorman | Chief Compliance Officer | Under 5% | 2021 |
Silver Oak Advisory Group, Inc. reports $372 million in regulatory assets under management on its Form ADV.
Silver Oak Advisory Group, Inc. reports 9 employees.
Silver Oak Advisory Group, Inc. is based in Portland, OR and has been SEC-registered since 1991.
Silver Oak Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1130 SW Morrison St, Ste 312, Portland, OR 97205-2217 |
| Phone | 503-242-1715 |
| Fax | 503-242-1808 |
| Office hours | 9a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $300.1M |
| Non-discretionary | $71.9M |
| Total (RAUM) | $372M |