Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    1,210
    MILLION
  • Total Number of Accounts
    1,930
    ACCOUNTS
  • 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
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.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.