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Building 2OAKTREE ADVISORS LLC

Map pinCOOPERSBURG, PA
Phone(610) 882-5670
NotebookSEC #801-129908
Total AUM
$282.8M
Employees
6
Clients
389

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6666 PASSER ROAD
SUITE 4
COOPERSBURG
PA 18036
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(610) 882-5670

ReceiptFinancials

Total AUM
$282.8M
Accounts
706
Discretionary
$282.8M
Accounts
706
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
242
AUM
$53.5M
HNW Individual Clients
144
AUM
$224.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M
Charitable Organization Clients
1
AUM
$592K
Corporation or Business Clients
1
AUM
$962.4K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
TRUST SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJPASC

HandshakeAffiliates

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

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