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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