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Building 2OAK TREE INVESTMENT ADVISORS

Map pinPITTSBURGH, PA
Phone412-802-8358
NotebookSEC #801-113803
Total AUM
$192.2M
Employees
5
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
731 S. AIKEN AVE
PITTSBURGH
PA 15232
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
412-802-8358

ReceiptFinancials

Total AUM
$192.2M
Accounts
273
Discretionary
$192.2M
Accounts
273
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$29.4M
HNW Individual Clients
17
AUM
$138.8M
Pension/Profit Sharing Plan Clients
1
AUM
$13.3M
Charitable Organization Clients
1
AUM
$10.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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