OAK TREE ADVISORY SERVICES INC
  • OAK TREE ADVISORY SERVICES INC

Adviser Profile

As of Date 03/07/2023
Registration SEC, Approved, 12/31/1985
Contact Info 760 xxxxxxx
Websites
AUM* 25,000,000
of that, discretionary 25,000,000
Number of Employees 2
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 714,286 -43%
% High Net Worth 25.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- Hourly charges

Reported AUM

285M 244M 203M 163M 122M 81M 41M
2015 2016 2018 2019 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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