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 ------ | |