Oakleaf Asset Advisors

Oakleaf Asset Advisors (CRD# 153182) is a financial advisory firm headquartered in Clovis, CA. They manage $28,281,110 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1629 Pollasky #106, Clovis, CA 93612
http://www.oakleafasset.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $310,781
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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 Oakleaf Asset Advisors
Showing 1 - 1 of 1 top financial advisors.
1
James Hickman, financial advisor
James B. Hickman
CRD#: 2336338
,

James Hickman (CRD# 2336338) is an Investment Advisor Representative working at Oakleaf Asset Advisors in , and has over 30 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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