Oakleaf Asset Advisors
Oakleaf Asset Advisors (CRD# 153182) is a financial advisory firm headquartered in Clovis, CA. They manage $22,579,484 in 73 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts73ACCOUNTS
Average Account Value$309,308
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
James Hickman (CRD# 2336338) is an Investment Advisor Representative working at Oakleaf Asset Advisors in , and has over 24 years of experience in the finance industry.