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
Oak Tree Investment Advisors
By the Numbers
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Total Assets Under Management150MILLION
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Total Number of Accounts211ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Oak Tree Investment Advisors
1
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 (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.
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