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OAK TREE INVESTMENT ADVISORS
731 S. Aiken Ave
Pittsburgh, Pennsylvania 15232
Tel: 412-802-8358
About OAK TREE INVESTMENT ADVISORS
OAK TREE INVESTMENT ADVISORS, formally registered with the SEC as OAK TREE INVESTMENT ADVISORS. The firm was established in 08/09/2018. They have over 1 offices throughout the country.
OAK TREE INVESTMENT ADVISORS is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $164,093,794 assets under management, offering retirement planning & investment advisory services to 214 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111095 |
| SEC# | 801-113803 |
| Assets Managed by Firm | $164,093,794 |
| No. of Clients | 214 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 214 | $164,093,794 |
| Individuals (other than high net worth individuals) | 96 | $25,576,534 |
| High net worth individuals | 16 | $120,709,841 |
| Pension and profit sharing plans | Fewer than 5 clients | $10,786,780 |
| Charitable organizations | Fewer than 5 clients | $7,020,639 |
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