OAK TREE SECURITIES, INC.
Total AUM
$27.4M
Employees
31Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3075 CITRUS CIRCLE
STE 195
WALNUT CREEK
CA 94598
USA
STE 195
WALNUT CREEK
CA 94598
USA
Operating Hours
8:30 AM TO 4:300 PM
Monday - Friday
Monday - Friday
Phone
925-934-3200
Financials
Total AUM
$27.4M
Accounts
182Discretionary
$0
Accounts
0Non-Discretionary
$27.4M
Accounts
182
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly Fee
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.