Oakleaf Asset Advisors
Oakleaf Asset Advisors (CRD# 153182) is a financial advisory firm headquartered in Clovis, CA. They manage $16,673,880 in 71 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts71ACCOUNTS
Average Account Value$234,843
- 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 Clovis, CA and has over 23 years of experience in the finance industry.