OAKTREE ADVISORS LLC
Total AUM
$282.8M
Employees
6Clients
389Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6666 PASSER ROAD
SUITE 4
COOPERSBURG
PA 18036
United States
SUITE 4
COOPERSBURG
PA 18036
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(610) 882-5670
Financials
Total AUM
$282.8M
Accounts
706Discretionary
$282.8M
Accounts
706Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
242AUM
$53.5M
HNW Individual Clients
144AUM
$224.9M
Pension/Profit Sharing Plan Clients
1AUM
$2.8M
Charitable Organization Clients
1AUM
$592K
Corporation or Business Clients
1AUM
$962.4K
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
TRUST SERVICES
Compliance
Disclosures
None reported
State Registrations
FLNHNJPASC
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.