Oakhurst Financial (CRD# 164749) is a financial advisory firm headquartered in , . They manage $18,592,251 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$2,656,036
- 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 6 years of experience in the finance industry.