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Building 2OAKBRIDGE ASSET MANAGMENT, LLC

Map pinSOUTH JORDAN, UT
Phone801-327-7222
NotebookSEC #801-67487
Total AUM
$3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
897 WEST BAXTER DRIVE
SOUTH JORDAN
UT 84095
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
801-327-7222

ReceiptFinancials

Total AUM
$3M
Accounts
30
Discretionary
$3M
Accounts
30
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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