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Building 2OAK TREE SECURITIES, INC.

Map pinWALNUT CREEK, CA
Phone925-934-3200
NotebookSEC #801-39201
Total AUM
$27.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3075 CITRUS CIRCLE
STE 195
WALNUT CREEK
CA 94598
USA
Operating Hours
8:30 AM TO 4:300 PM
Monday - Friday
Phone
925-934-3200

ReceiptFinancials

Total AUM
$27.4M
Accounts
182
Discretionary
$0
Accounts
0
Non-Discretionary
$27.4M
Accounts
182

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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