Silver Oak Securities Revenue and Competitors
Estimated Revenue & Valuation
- Silver Oak Securities's estimated annual revenue is currently $7.7M per year.
- Silver Oak Securities's estimated revenue per employee is $168,000
Employee Data
- Silver Oak Securities has 46 Employees.
- Silver Oak Securities grew their employee count by -4% last year.
Silver Oak Securities's People
Name | Title | Email/Phone |
---|---|---|
1 | Managing Director, Practice Management & Digital Marketing | Reveal Email/Phone |
2 | SVP and Chief Compliance Officer | Reveal Email/Phone |
3 | VP - Managing Director Advisory Services and Recruiting Coordinator | Reveal Email/Phone |
4 | Senior Business Relationship Manager | Reveal Email/Phone |
5 | Reconciliation Manager | Reveal Email/Phone |
6 | Senior Manager - Service & Operations | Reveal Email/Phone |
7 | Owner | Reveal Email/Phone |
8 | Financial Advisor | Reveal Email/Phone |
9 | Senior V.P. Business Development | Reveal Email/Phone |
10 | Senior Insurance Product Specialist | Reveal Email/Phone |
Silver Oak Securities Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $46.2M | 200 | -2% | N/A | N/A |
#2 | $6.4M | 38 | 6% | N/A | N/A |
#3 | $11M | 58 | 7% | N/A | N/A |
#4 | $18.1M | 86 | 8% | N/A | N/A |
#5 | $560.4M | 1906 | N/A | N/A | N/A |
#6 | $908.5M | 3090 | N/A | N/A | N/A |
#7 | $3.4M | 23 | -8% | N/A | N/A |
#8 | $25.6M | 122 | -8% | N/A | N/A |
#9 | $6.2M | 37 | 6% | N/A | N/A |
#10 | $3.2M | 22 | -4% | N/A | N/A |
What Is Silver Oak Securities?
Silver Oak Securities, Inc. is an independent, fullâ€service broker dealer and SEC Registered Investment Advisor focused on serving the needs of independent wealth advisors who foster strong, trusted relationships with their clients. The firm is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). Founded in 1999 by Principals with deep investment management and compliance experience spanning 40 years Our goal is to help independent advisors deliver worldâ€class client service while maximizing their profit potential. Our mission is to help advisors increase their profit margin while improving their service model to customers. Advisors have the advantage of the industry's strongest financial custodial platforms and technology from TD Ameritrade And Schwab, while enjoying the flexibility of customized compliance, highly personalized service, the independence of nonâ€proprietary investment and insurance products, and pricing arrangements to enhance advisor profitability. We work with the best technology providers for reporting and portfolio management that help our advisors build a powerful brand, access to their investments across all media devises and deep integrations to your CRM and planning tools to effectively scale your practice. Securities and advisory services offered through Silver Oak Securities, Inc. member FINRA and SIPC.
keywords:N/AN/A
Total Funding
46
Number of Employees
$7.7M
Revenue (est)
-4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Silver Oak Securities News
Chippendales lobbies up- POLITICO Politico
Ten Real Estate Sales In Mid-January Top $250000 Observer Today
Silver Oak Securities Champions Independence with a Full-Court ... PR Newswire
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $11.9M | 46 | -12% | N/A |
#2 | $6.4M | 46 | 7% | N/A |
#3 | $11.5M | 46 | -4% | N/A |
#4 | $12.1M | 46 | 10% | N/A |
#5 | $11.5M | 46 | 7% | N/A |