Investor · Minneapolis, MN

White Oak Wealth Advisors, Inc

Open White in the network graph →

Filings

6

SEC Form D

Connections

5

co-filers

Capital

—

across filings

Active

Mar 2009

to Mar 2014

Most-connected co-filers (5)

Carl K. Oppenheimer · New York, NY6 shared Philip V. Oppenheimer · New York, NY6 shared Robert J. Klosterman · Minneapolis, MN1 shared Sharon J. Bloodworth · Sarasota, FL1 shared White Oak Wealth Advisors, Inc · Minneapolis, MN1 shared

Recent filings (6)

White Oaks Wealth Advisors Moderate Growth Fund LLCMar 2014 · 5 co-filers White Oaks Wealth Advisors Moderate Growth Fund LLCMar 2013 · 2 co-filers White Oaks Wealth Advisors Moderate Growth Fund LLCMar 2012 · 2 co-filers White Oaks Wealth Advisors Moderate Growth Fund LLCMar 2011 · 2 co-filers White Oaks Wealth Advisors Moderate Growth Fund LLCMar 2010 · 2 co-filers White Oaks Wealth Advisors Moderate Growth Fund LLCMar 2009 · 2 co-filers

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See White in the interactive graph →