Oakline Advisors, LLC

Oakline Advisors, LLC (CRD# 168995) is a financial advisory firm headquartered in Dallas, TX. They manage $190,394,315 in 1 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $190,394,315
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Oakline Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter A. Moore
CRD#: 1979755
14675 Dallas Parkway, Suite 600, Dallas, TX 75254
93
Wealthminder
score

Peter Moore (CRD# 1979755) is an Investment Advisor Representative working at Oakline Advisors, LLC in Dallas, TX and has over 28 years of experience in the finance industry.

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