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Oaktree Advisors LLC

Headquartered in COOPERSBURG, PA

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Firm Information

Oaktree Advisors LLC is an investment advisor registered with the SEC and located in COOPERSBURG, PA. The firm manages approximately $116,170,254 in assets for 436 clients, primarily high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals. Their services include portfolio management for individuals.

Oaktree Advisors LLC

6666 PASSER ROAD

COOPERSBURG, PA 18036

$116.17M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Trust services

Branch Locations (1)

OAKTREE ADVISORS LLC has a total of 1 branch locations across the country.
location

COOPERSBURG, PA

Advisors at Oaktree Advisors LLC

View All 5 Advisors
Unclaimed
Benjamin Eichman

RA

COOPERSBURG, PA

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George Paul Kurtz

RA

COOPERSBURG, PA

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Louis Joseph Hershman

RA

COOPERSBURG, PA

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Unclaimed
Paul Eichman

RA

COOPERSBURG, PA

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Unclaimed
Trudy Ann Fearon

RA

COOPERSBURG, PA

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Disclosures

There are no public disclosures for Oaktree Advisors LLC.

Frequently Asked Questions (6)

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