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George Paul Kurtz

Oaktree Advisors LLC

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About George Paul Kurtz

George Paul Kurtz is an investment advisor representative with Oaktree Advisors LLC, based in Coopersburg, Pennsylvania. George has been in the industry since September 2012. George specializes in providing portfolio management services to individuals and has been working with Oaktree Advisors since July 2024.

Firm Information

George Kurtz is currently registered with Oaktree Advisors LLC. 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

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George Kurtz’s Registration & Firm History

PA

07/01/2024 - Present

Oaktree Advisors LLC (COOPERSBURG PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Paul Kurtz.
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