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Building 2OAK TREE INVESTMENT ADVISORS

Map pinPITTSBURGH, PA
Phone412-802-8358
NotebookSEC #801-60154
Total AUM
$76.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
731 S. AIKEN AVE
PITTSBURGH
PA 15232
United States
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Phone
412-802-8358

ReceiptFinancials

Total AUM
$76.7M
Accounts
330
Discretionary
$76.7M
Accounts
330
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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