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Shufan Nmi Cao

President & Chief Executive OfficerSilver Oak Wealth Advisors Services, LLCCRD 5004223

About Shufan Nmi Cao

Shufan Nmi Cao is listed as President & Chief Executive Officer at Silver Oak Wealth Advisors Services, LLC in Los Angeles, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Silver Oak Wealth Advisors Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shufan Nmi Cao work?

Shufan Nmi Cao is listed as President & Chief Executive Officer at Silver Oak Wealth Advisors Services, LLC on SEC Form ADV.

How much of Silver Oak Wealth Advisors Services, LLC does Shufan Nmi Cao own?

Form ADV reports a beneficial ownership band of Over 75%.

Silver Oak Wealth Advisors Services, LLC

TitlePresident & Chief Executive Officer
OwnershipOver 75%
Control personYes
Since2017
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