Oak Tree Investment Advisors
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 111095
- Registered since
- August 9, 2018
- Website
- myoaktreeadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.23%
- Individuals15.29%
- Pension & Profit Sharing Plans6.94%
- Charitable Organizations5.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Oak Tree Investment Advisors is an independent, SEC-registered registered investment adviser that began filing with the SEC in 2018 and is owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. Its client base is concentrated on individual and family relationships rather than institutions, and the firm does not identify itself as an active ESG investor, pension consultant, or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- US Government Bonds12%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents7%
Contacts
2 of 2
Ronald Heakins
PresidentCRD 1007878
Jason Heakins
Vice PresidentCRD 6069022
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 731 S Aiken Ave
- Time zone
- ET (UTC-5)
- Office locations
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