Southern Oak Advisory
Financial Services • 
Atlanta, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | Atlanta, Georgia, United States |
| Phone number | +14787766160 |
| Website | |
| NAICS | 52 |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Southern Oak Advisory
Barbara Agee
Director Of Underwriting
Southern Oak Advisory Email Formats
Southern Oak Advisory uses 2 email formats. The most common is {first initial} (e.g., j@southernoakadvisory.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@southernoakadvisory.com | 66.7% |
{first name} | john@southernoakadvisory.com | 33.3% |
About Southern Oak Advisory
Long-Standing Relationships. Successful Results. From making simple business connections, to creating a unique financial strategy designed specifically for each client, Southern Oak Advisory has a proven culture of care based on long-standing relationships rather than transactional tasks. These deep-rooted relationships help us help our clients because we have been listening to their needs for quite some time. We want what they want and together this type of business model has helped our clients and our company succeed and grow. Whether it’s banks selling insurance, or attorneys managing investments, many companies expand their services hoping to get more pieces of your financial pie. Southern Oak Advisory does the opposite. We stay focused so we can narrow our offerings and give the best counsel for the client. We build relationships with experts in other disciplines to offer a resilient referral network, providing our clients with unparalleled expertise, no matter what their business need may be. We want to be there to serve others and make their lives better. Smart but strategic...Southern Oak Advisory is here to help you.
Southern Oak Advisory revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Southern Oak Advisory has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Southern Oak Advisory has never raised funding before.
Southern Oak Advisory Tech Stack
Discover the technologies and tools that power Southern Oak Advisory's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Web servers
Miscellaneous
Programming languages
WordPress plugins
Blogs
France
IrelandFrequently asked questions
4.8
40,000 users
