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OAKHURST ADVISORS
1875 Century Park East
Suite 900
Los Angeles, California 90067
Tel: 1-800-235-6517
About OAKHURST ADVISORS
OAKHURST ADVISORS, formally registered with the SEC as OAKHURST ADVISORS. The firm was established in 04/27/2016. They have over 2 offices throughout the country.
OAKHURST ADVISORS is a Los Angeles, California based Financial Planning firm with nearly $1,204,650,234 assets under management, offering retirement planning & investment advisory services to 29 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282057 |
| SEC# | 801-107689 |
| Assets Managed by Firm | $1,204,650,234 |
| No. of Clients | 29 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 29 | $1,204,650,234 |
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