Oakbridge Partners, Ltd.
Oakbridge Partners, Ltd. (CRD# 105829) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,209,531,803 in 1,930 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,210MILLION
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Total Number of Accounts1,930ACCOUNTS
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Average Account Value$626,700
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, GA, LA, NC, SC, TX, VA
Financial Advisors at Oakbridge Partners, Ltd.
No Advisor Found.
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