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Building 2OAK TREE ADVISORY SERVICES INC

Map pin
Phone760-518-5616
NotebookSEC #801-25846
Total AUM
$25M
Employees
2
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
760-518-5616

ReceiptFinancials

Total AUM
$25M
Accounts
35
Discretionary
$25M
Accounts
35
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$10M
HNW Individual Clients
10
AUM
$15M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
COLLABORATIVE DIVORCE, MEDIATION
Compensation Types
Charges Hourly FeeCharges Other Fee
Other Compensation
RETAINER AGREEMENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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