Oakhurst Financial (CRD# 164749) is a financial advisory firm headquartered in , . They manage $26,741,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$4,456,833
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Gerald Lopatin (CRD# 6087798) is an Investment Advisor Representative working at Oakhurst Financial in Los Altos, CA and has over 4 years of experience in the finance industry.