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Building 2OAKBOURNE ADVISORS

Map pinBERKELEY HEIGHTS, NJ
Phone908-850-9991
NotebookSEC #801-121388
Total AUM
$347.9M
Employees
10
Clients
495

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CONNELL DRIVE
SUITE 1000
BERKELEY HEIGHTS
NJ 07922
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
908-850-9991
Other Offices
4

ReceiptFinancials

Total AUM
$347.9M
Accounts
1,072
Discretionary
$347.9M
Accounts
1,072
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
342
AUM
$102.2M
HNW Individual Clients
95
AUM
$243.2M
Pension/Profit Sharing Plan Clients
57
AUM
$2M
Charitable Organization Clients
1
AUM
$505.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMDNCNJNYPASCTXVA

HandshakeAffiliates

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

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