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OAKHURST ADVISORS

1875 Century Park East
Suite 900
Los Angeles, California 90067
Tel: 1-800-235-6517

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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 StatusApproved
Firm CRD#282057
SEC#801-107689
Assets Managed by Firm$1,204,650,234
No. of Clients29
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total29$1,204,650,234

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