Queens Oak Advisors Information

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Queens Oak Advisors | 91 followers on LinkedIn. Queens Oak is an SEC registered investment advisor headquartered in Charlotte, NC. We offer innovative and intelligently designed planning solutions and investment products for high net worth and institutional clients that leverage the comparative advantages through Discipline, People and Risk Management. DISCIPLINE ‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾ We believe that following a rigorous and consistent investment discipline is the best way to produce superior investment results over time.

Website	http://queens-oak.com/
Revenue	$3 million
Employees	4 (0 on RocketReach)
Founded	2009
Address	6101 Carnegie Blvd, Ste 360, Charlotte, North Carolina 28209, US
Phone	(704) 547-3100
Technologies	JavaScript , HTML , PHP +16 more (view full list)
Industry	Financial Services, Investment Banking, Finance
Web Rank	26 Million
Keywords	Investment Advisor, Wealth Management, Financial Planning, Portfolio Management, Investment Strategies, High Net Worth, Retirement Planning, Estate Planning, Financial Consulting, Investment Products, Securities, Asset Management, Tax Planning, Insurance Planning, Investment Solutions, Financial Services, Wealth Preservation, Chartered Financial Analyst, Certified Financial Planner, Fee-Based Advisor
Competitors	Morgan Stanley, Fidelity Investments, BlackRock, Vanguard, T. Rowe Price, J.P. Morgan, ステート・ストリート・グローバル・アドバイザーズ（株）, Schwab Advisor Services, Investec +33 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies

Queens Oak Advisors Questions

What is the annual revenue of Queens Oak Advisors?

The Queens Oak Advisors annual revenue was $3 million in 2026.

Where is Queens Oak Advisors based?

Queens Oak Advisors is based in Charlotte, North Carolina.

What is the NAICS code for Queens Oak Advisors?

The NAICS codes for Queens Oak Advisors are [52, 5239, 52393, 523].

What is the SIC code for Queens Oak Advisors?

The SIC codes for Queens Oak Advisors are [628, 62].

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