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
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts91ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Oakleaf Asset Advisors
1
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.
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