Oakhurst Financial

Oakhurst Financial (CRD# 164749) is a financial advisory firm headquartered in , . They manage $28,013,576 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.oakhurstfinancial.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $4,668,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

CA

Financial Advisors at Oakhurst Financial
Showing 1 - 1 of 1 top financial advisors.
1
Gerald Lopatin, financial advisor Los Altos CA
Gerald G. Lopatin
CRD#: 6087798
Los Altos, CA

Gerald Lopatin (CRD# 6087798) is an Investment Advisor Representative working at Oakhurst Financial in Los Altos, CA and has over 12 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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