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.
View Top Employees from Queens Oak AdvisorsWebsite | http://queens-oak.com/ |
Revenue | $3 million |
Employees | 4 (1 on RocketReach) |
Founded | 2009 |
Address | 6101 Carnegie Blvd, Ste 360, Charlotte, North Carolina 28209, US |
Phone | (704) 547-3100 |
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Industry | Financial Services, Investment Banking, Finance |
Web Rank | 26 Million |
Keywords | Queens Oak Advisors |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Queens Oak Advisors annual revenue was $3 million in 2023.
1 people are employed at Queens Oak Advisors.
Queens Oak Advisors is based in Charlotte, North Carolina.
The NAICS codes for Queens Oak Advisors are [52393, 523, 5239, 52].
The SIC codes for Queens Oak Advisors are [628, 62].