SILVER OAK ADVISORY GROUP, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 108298). Regulatory assets under management: $418.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Jessica Marie Howe | PRESIDENT | — |
| Joanne Boorman | CHIEF COMPLIANCE OFFICER | — |
| THOMAS DEBORAH LEOLA | CHIEF COMPLIANCE OFFICER/PRESIDENT; FOUNDER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| HOWE DONNA MARIE | PRESIDENT | — |
| SCHLAUCH DEBORAH | PRESIDENT | — |
| GILBERT BENJAMIN EZRA | SECRETARY AND TREASURER; SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | — |