Oak Tree Advisory Services Inc.
Oak Tree Advisory Services Inc. (CRD# 105883) is a financial advisory firm headquartered in Carlsbad, CA. They manage $284,736,883 in 50 accounts and serve the financial needs of clients across 0 states (or territories).
Total Assets Under Management285MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$5,694,738
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters