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Building 2OAKTREE ASSET MANAGEMENT, INC.

Map pinBOCA RATON, FL
Phone561-997-5601; 561-988-8355
NotebookSEC #801-40788
Total AUM
$96M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
902 CLINT MOORE ROAD, STE 116
BOCA RATON
FL 33487
USA
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
561-997-5601; 561-988-8355

ReceiptFinancials

Total AUM
$96M
Accounts
201
Discretionary
$75.3M
Accounts
182
Non-Discretionary
$20.8M
Accounts
19

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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