Silver Oak Leaf Financial Services LLC

Silver Oak Leaf Financial Services LLC (CRD# 312191) is a financial advisory firm headquartered in , . They manage $2,374,682 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://silveroakleaffinancial.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $62,492
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Silver Oak Leaf Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ty Kopke, financial advisor Bluffton SC
Ty B. Kopke
CRD#: 7321717
Bluffton, SC

Ty Kopke (CRD# 7321717) is an Investment Advisor Representative working at Silver Oak Leaf Financial Services LLC in Bluffton, SC and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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