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

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

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

Unlock 5 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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