WaterOak Advisors
WaterOak Advisors is first and foremost an independent, Fee-Only wealth management firm. Founded in 1997 and employee owned, we currently manage a nationwide client base totaling approximately $1.7 bi...load more
WaterOak Advisors's Basic Information
Industry
Investment Management
Headquarters
Winter Park, Florida, United States
Website
Founded Year
1997
Headcount
11 - 50 ( View All )
Specialties
Wealth ManagementFee-OnlyInvestment ManagementIndependentFinancial PlanningQUANT+ Portfolio Series
WaterOak Advisors's Competitors
Employee Insights
WaterOak Advisors's Top Employees
Clarke Lemons
President AND Founder
Phone Email
Paula Robbins
Marketing Associate AND Office Administrator
Phone Email
Gregory Mendoza
Chief Compliance Officer AND Manager OF Operations
Phone Email
Stephen Curley
Chief Investment Officer, Principal
Phone Email
Scott Macaione
Head OF Advisory Services, Principal
Phone Email
Frequently Asked Questions Regarding WaterOak Advisors
Where is WaterOak Advisors's headquarter located?
WaterOak Advisors's headquarter are located at United States.
How many employees does WaterOak Advisors have?
WaterOak Advisors has 11 - 50 employees.
What is WaterOak Advisors's official website?
WaterOak Advisors's official website is http://wateroak.com
What industry does WaterOak Advisors belong to?
WaterOak Advisors is in the industry ofInvestment Management
What does WaterOak Advisors do?
WaterOak Advisors is first and foremost an independent, Fee-Only wealth management firm. Founded in 1997 and employee owned, we currently manage a nationwide client base totaling approximately $1.7 bi...
What specialty does WaterOak Advisors have?
Wealth ManagementFee-OnlyInvestment ManagementIndependentFinancial PlanningQUANT+ Portfolio Series
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