Oak Tree Advisory Services Review


Trust Score 96%
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Oak Tree Advisory Services, federally registered in 1985, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 1 advisors. Oak Tree Advisory Services manages $284.7 million and provides investment advisory services for 90 clients (1:90 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Avg Account Balance $3,163,743
Hybrid Advisor No
Disciplinary History No
Total AUM $284.7 million
Advisor / Client Ratio 1:90
Headquarters
SEC Filings Forms and Brochures
State(s) Registered


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