White Oaks Wealth Advisors overview
White Oaks Wealth Advisors contact information
Offices
5500 Wayzata Boulevard, Suite 290, Minneapolis, 55416, United StatesContacts
| Name | Job title | Location | |
|---|---|---|---|
 Mr. Alex Duty | Job titlePortfolio Manager | LocationMinneapolis, United States | Email  -------- |
| Mrs. Cyndi Castle | Job titleVice President, Family Office Services | LocationSarasota, United States | Email ---------- |
| Mrs. Sharon Bloodworth | Job titleChief Executive Officer | LocationSarasota, United States | Email ------ |
White Oaks Wealth Advisors funds managed
Funds in market: 4
| Fund | Fund size | Open date | Strategy |
|---|---|---|---|
Fund size ---------- | Open dateSep 2022 | Strategy ----- | |
| ------- | Fund size ----- | Open dateSep 2022 | Strategy ----- |
| -------- | Fund size ---------- | Open dateSep 2022 | Strategy ---------- |
Closed funds: 1
| Fund | Fund size | Close date | Strategy |
|---|---|---|---|
Fund size ----------- | Close dateSep 2019 | Strategy ----------- | |