Oak Tree Investment Advisors

EST. AUM
$192,224,520

CONTACTS
1

CLIENT ACCOUNTS
273

Firm Details

Metro area Pittsburgh
CRD Number 111095
Website myoaktreeadvisors.com
Client types

Overview

Oak Tree Investment Advisors is a financial advisory firm based in Pittsburgh, Pennsylvania, offering comprehensive financial services to clients. With a focus on discretion and a commitment to managing client assets effectively, Oak Tree operates as a mid-tier firm in the United States, overseeing a total of $142.1 million in assets across 238 client accounts. Oak Tree Investment Advisors adopts a discretionary management approach, allowing portfolio managers to make transaction decisions on behalf of clients without requiring explicit client consent. This strategy is aimed at providing efficient and timely responses to market conditions while aligning with clients' financial goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Oak Tree Investment Advisors

Platform Details

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