Silver Oak Advisory Group, Inc.
● SEC registered since 1991CRD 108298SEC# 801-39897Portland, OR
Reg. AUM
$418.9M
Employees
8
Accounts
738
Location
Portland, OR
Silver Oak Advisory Group, Inc. assets under management
Silver Oak Advisory Group, Inc. operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 1991. It reports $418.9 million in regulatory assets under management and employs 8 people.
Silver Oak Advisory Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Marie Howe Control | President | Over 75% | 2012 |
| Joanne Boorman | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Silver Oak Advisory Group, Inc. manage?
Silver Oak Advisory Group, Inc. reports $418.9 million in regulatory assets under management on its Form ADV.
How many employees does Silver Oak Advisory Group, Inc. have?
Silver Oak Advisory Group, Inc. reports 8 employees.
Where is Silver Oak Advisory Group, Inc. located?
Silver Oak Advisory Group, Inc. is based in Portland, OR and has been SEC-registered since 1991.
Does Silver Oak Advisory Group, Inc. disclose fund performance?
Silver Oak Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$418.9M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$418.9Mregulatory AUM
Discretionary $340.6MNon-discretionary $78.3M