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Building 2OAKBRIDGE PARTNERS, LTD.

Map pinATLANTA, GA
Phone404-231-3414
NotebookSEC #801-11563
Total AUM
$1.2B
Employees
10
Clients
532

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3630 PEACHTREE ROAD NE
SUITE 940
ATLANTA
GA 30326
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
404-231-3414
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,930
Discretionary
$1.2B
Accounts
1,916
Non-Discretionary
$13.6M
Accounts
14

ContactClients

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Individual Clients
204
AUM
$98.3M
HNW Individual Clients
315
AUM
$1.1B
Charitable Organization Clients
1
AUM
$21.7M
Corporation or Business Clients
12
AUM
$21.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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