Oak Tree Investment Advisors

Oak Tree Investment Advisors (CRD# 111095) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $150,032,291 in 211 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
731 S. Aiken Ave, Pittsburgh, PA 15232
http://myoaktreeadvisors.com
By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $711,054
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Oak Tree Investment Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Jason Heakins, financial advisor Pittsburgh PA
Jason D. Heakins
CRD#: 6069022
731 S. Aiken Ave, Pittsburgh, PA 15232

Jason Heakins (CRD# 6069022) is an Investment Advisor Representative working at Oak Tree Investment Advisors in Pittsburgh, PA and has over 12 years of experience in the finance industry.

2
Ronald Heakins, financial advisor Pittsburgh PA
Ronald E. Heakins
CRD#: 1007878
731 S Aiken Ave, Pittsburgh, PA 15232

Ronald Heakins (CRD# 1007878) is an Investment Advisor Representative working at Oak Tree Investment Advisors in Pittsburgh, PA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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