OAR FINANCIAL

One Town Place
Suite 200
Bryn Mawr, Pennsylvania 19010
Tel: 833-662-6346

About OAR FINANCIAL

OAR FINANCIAL, formally registered with the SEC as OAR FINANCIAL. The firm was established in 10/14/2011. They have over 1 offices throughout the country.

OAR FINANCIAL is a Bryn Mawr, Pennsylvania based Financial Planning firm with nearly $112,616,089 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158989
SEC#	801-72726
Assets Managed by Firm	$112,616,089
No. of Clients	41
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (OUTSOURCED CIO SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	41	$112,616,089
High net worth individuals	29	$16,916,807
Charitable organizations	10	$94,165,454
Corporations or other businesses	1	$40,380

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