Oakbridge Partners

Trust Score 96%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Oakbridge Partners, federally registered in 1976, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 7 advisors. Oakbridge Partners manages $715.4 million and provides investment advisory services for 430 clients (1:62 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,663,671
Hybrid Advisor No
Disciplinary History No
Total AUM $715.4 million
Advisor / Client Ratio 1:62
Headquarters Atlanta, GA
SEC Filings Forms and Brochures    (CRD # 105829)
State(s) Registered CA, FL, GA, NC, SC, TX

Questions & Answers

Get answers about Oakbridge Partners

Ask a question question_answer