Oaktree Advisors LLC

Oaktree Advisors LLC (CRD# 168271) is a financial advisory firm headquartered in Bethlehem, PA. They manage $58,000,000 in 255 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $227,451
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Oaktree Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Paul Eichman
CRD#: 5732435
One West Broad Street, Suite 406, Bethlehem, PA 18018
93
Wealthminder
score

Paul Eichman (CRD# 5732435) is an Investment Advisor Representative working at Oaktree Advisors LLC in Bethlehem, PA and has over 8 years of experience in the finance industry.

2
Trudy A. Fearon
CRD#: 857412
One West Broad Street, Suite 406, Bethlehem, PA 18018
93
Wealthminder
score

Trudy Fearon (CRD# 857412) is an Investment Advisor Representative working at Oaktree Advisors LLC in Bethlehem, PA and has over 30 years of experience in the finance industry.

3
Louis J. Hershman
CRD#: 2714530
One West Broad Street, Suite 406, Bethlehem, PA 18018
93
Wealthminder
score

Louis Hershman (CRD# 2714530) is an Investment Advisor Representative working at Oaktree Advisors LLC in Bethlehem, PA and has over 22 years of experience in the finance industry.

4
Benjamin M. Tenaglia
CRD#: 1797402
One West Broad Street, Suite 406, Bethlehem, PA 18018
93
Wealthminder
score

Benjamin Tenaglia (CRD# 1797402) is an Investment Advisor Representative working at Oaktree Advisors LLC in Bethlehem, PA and has over 28 years of experience in the finance industry.

5
Benjamin Eichman
CRD#: 6377621
One West Broad Street, Suite 406, Bethlehem, PA 18018
90
Wealthminder
score

Benjamin Eichman (CRD# 6377621) is an Investment Advisor Representative working at Oaktree Advisors LLC in Bethlehem, PA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.