Oak Tree Investment Advisors

Oak Tree Investment Advisors (CRD# 111095) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $94,517,736 in 295 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $320,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

PA

Financial Advisors at Oak Tree Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Robert C. Mason
CRD#: 4889906
731 S. Aiken Ave, Pittsburgh, PA 15232
93
Wealthminder
score

Robert Mason (CRD# 4889906) is an Investment Advisor Representative working at Oak Tree Investment Advisors in Pittsburgh, PA and has over 11 years of experience in the finance industry.

2
Jason D. Heakins
CRD#: 6069022
731 S. Aiken Ave, Pittsburgh, PA 15232
90
Wealthminder
score

Jason Heakins (CRD# 6069022) is an Investment Advisor Representative working at Oak Tree Investment Advisors in Pittsburgh, PA and has over 4 years of experience in the finance industry.

3
Ronald E. Heakins
CRD#: 1007878
1000 Ridc Plaza, Suite 108, Pittsburgh, PA 15238
83
Wealthminder
score

Ronald Heakins (CRD# 1007878) is an Investment Advisor Representative working at Oak Tree Investment Advisors in Pittsburgh, PA and has over 35 years of experience in the finance industry.

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