OAKTREE ADVISORS LLC

RIASEC RegisteredEst. 2024
Total AUM
$283M
Discretionary
$283M
100% of AUM
Avg account
$401K
Accounts
706
Employees
6
Advisory reps
8

Firm details

Headquarters
COOPERSBURG, Pennsylvania
CRD number
168271
Registered since
April 11, 2024
Website
www.oaktree-online.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Other
Client types
  • HNWI79.54%
  • Individuals18.91%
  • Pension & Profit Sharing Plans1%
  • Corporations / Businesses0.34%
  • Charitable Organizations0.21%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Oaktree Advisors LLC is a limited liability company that serves individual and family clients with portfolio management for individuals and small businesses. The firm operates as a registered representative of a broker-dealer and lists an insurance company among its industry affiliations, indicating it can distribute insurance-related products alongside advisory services. Fee arrangements include a percentage-of-AUM component and other fee types. Oaktree registered with the SEC in 2024 and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 39%, Cash & Cash Equivalents 10%, Other 4%, US Government Bonds 3%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds39%
  • Cash & Cash Equivalents10%
  • Other4%
  • US Government Bonds3%

Contacts

3 of 8

  • PAUL EICHMAN

    Principal & Financial AdvisorCRD 5732435

  • GEORGE KURTZ

    Financial AdvisorCRD 6117969

  • TRUDY FEARON

    Financial AdvisorCRD 857412

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

COOPERSBURG, PA

LEHIGH

Location

COOPERSBURG, PA

Headquartered in COOPERSBURG, PA, in the Northeast of the United States.

Region
Northeast
County
LEHIGH
Address
6666 Passer Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth