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).
Total Assets Under Management190MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$190,394,315
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
CA, NY, TX
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.