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Home > Retirement Planners > new jersey > berkeley heights > OAKBOURNE ADVISORS
OAKBOURNE ADVISORS
200 Connell Drive
Suite 1000
Berkeley Heights, New Jersey 07922
Tel: 908-850-9991
About OAKBOURNE ADVISORS
OAKBOURNE ADVISORS, formally registered with the SEC as OAKBOURNE ADVISORS. The firm was established in 06/02/2021. They have over 5 offices throughout the country.
OAKBOURNE ADVISORS is a Berkeley Heights, New Jersey based Financial Planning firm with nearly $195,665,487 assets under management, offering retirement planning & investment advisory services to 971 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129112 |
| SEC# | 801-121388 |
| Assets Managed by Firm | $195,665,487 |
| No. of Clients | 971 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 971 | $195,665,487 |
| Individuals (other than high net worth individuals) | 348 | $106,081,229 |
| High net worth individuals | 50 | $82,246,873 |
| Pension and profit sharing plans | 51 | $6,977,615 |
| Charitable organizations | 1 | $359,770 |
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|---|---|---|---|
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