William
Duty
White Oaks Investment Management, Inc
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About this Advisor
William Duty is a financial advisor based in Sarasota, Florida, working with White Oaks Investment Management, Inc. William has previously held positions at White Oaks Investment Management, Inc and White Oaks Wealth Advisors, Inc. William is registered to provide services in Florida. Currently, William is part of White Oaks Investment Management, Inc, which operates out of Sarasota, Florida. The firm has 1 office and 2 employees. The firm manages assets totaling $400.3 million and offers portfolio management for pooled investment vehicles. The fee structure at White Oaks Investment Management, Inc includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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White Oaks Investment Management, Inc Brokerage Details
$400,283,066
2
11
$36,389,370
Investment Advisory Services
- Portfolio management for pooled investment vehicles
William Duty Work History
White Oaks Investment Management, Inc
White Oaks Wealth Advisors, Inc
Disclosures
Please visit the SEC profile of William Duty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at White Oaks Investment Management, Inc
Sarasota, FL
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