Oaktree Advisors LLC

RIASEC Registered

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 an independent, individual-owned registered investment adviser focused on serving individuals and families. The firm is SEC registered (2024) and provides portfolio management for individuals and small businesses while also maintaining a registered representative relationship with a broker-dealer. Its primary fee arrangements include a percentage-of-AUM structure along with other fee types. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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
Benjamin Eichman
Financial AdvisorCRD 6377621
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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