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SEVEN OAKS FINANCIAL PLANNING

CRD No. 155239 | RIA/Wealth Manager | Last Form ADV Filed on 26 Jan 2022 | Registration: State
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SEVEN OAKS FINANCIAL PLANNING filed its most recent ADV on January 26, 2022. The firm disclosed $57.96 M in assets. Its largest client type are high net worth individuals and the firm attributes 70.19% of its AUM to high net worth individuals. It disclosed 1 employees and 36 accounts in its latest filing.

Identifying Information
CRD No.
155239
Latest Filing
26 Jan 2022
Form of Organization
Sole Proprietorship
Legal Domicile
TN, United States
Registration
State
State Regulator Details
TN | APPROVED | 2011-01-28
Contact Details
Phone
000-000-0000
Fax
000-000-0000
Company Information
Client Type Type Clients AUM
High net worth individuals 000 $0,000,000,000
Individuals (other than high net worth individuals) 000 $0,000,000,000
Client Type with highest AUM
High net worth individuals
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
0 %
Last change in AUM (Annualized)
22 %
Total Reg. AUM $57,960,300
Discretionary $0
Non-Discretionary $57,960,300
$57.96M
Employee Strength 1
1
No. of Accounts 36
Discretionary 0
Non-Discretionary 36
36

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Direct Owners
RYAN, MICHAEL, WAYNE
SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER (75% or more)

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