RIA

We’ll Get You There.

Listing Alert Form

Thanks for your interest in Oak Street Funding’s® RIAFirmExchange. Please take the time to fill out the form below to receive email alerts when firms in your desired area(s) become available for sale.

By signing up to receive listing alerts, you acknowledge that all listing information must be independently verified by you. Oak Street Funding LLC does not undertake independent verification of any listings; therefore, Oak Street does not and cannot guarantee the accuracy or reliability of any listing. You agree that Oak Street funding LLC shall not be responsible for any improper or incorrect use of the information contained in listings, and assumes no responsibility for anyone’s use thereof. You agree that Oak Street shall be held harmless for your use of the listings.
Loans and lines of credit subject to approval. Potential borrowers are responsible for their own due diligence on acquisitions. CA residents: Loans made pursuant to a Department of Corporations California Finance Lenders License (#6039829).