A complete list of active advisors currently associated with So Llc
Warmer can help you find a great advisor at So Llc or one who fits your needs even better.
Silver Oak provides estate and trust planning, trust-drafting, standalone financial planning consultations, and portfolio management for institutions, businesses, startups, families, and individuals. Services are offered on either a discretionary or non‑discretionary basis and include assistance with transferring assets into trusts and coordinating with outside legal and tax professionals. The firm combines technical, fundamental, and quantitative analysis — including the use of AI-generated signals that are verified with mathematical models — to inform portfolio construction and ongoing management; accounts are reviewed at least annually and rebalanced as needed. Discretionary clients grant authority for trade execution without prior approval, while non‑discretionary clients retain final decision-making authority. Notably, Silver Oak is a small, owner-operated advisor that, at the time of filing, reports no client accounts or assets under management and does not currently show a client roster of individual or high‑net‑worth clients, which departs from the typical profile of supported peers. The firm emphasizes trust-focused offerings (standalone trust drafting and co‑trustee support with specific safeguards limiting custody), recommends a qualified custodian for account custody, does not accept third‑party or soft‑dollar compensation, and does not aggregate client orders.
To learn more about the advisors currently working at So Llc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 1
| |
San Francisco, CA
| 0
|
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