OAK TREE SECURITIES, INC.

Overview

Oak Tree Securities, Inc. operates as an independent broker-dealer, providing a range of financial services primarily to individuals and families. Established in 1986, the firm has built a reputation for offering financial planning services, portfolio management for individuals and small businesses, and pension consulting services. While the firm does not actively engage in ESG investing, it focuses on traditional investment strategies and asset management practices. The firm is structured as a corporation and is owned by an individual, allowing for a more personalized approach to client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices