Oaktree Advisors LLC

Oaktree Advisors LLC (CRD# 168271) is a financial advisory firm headquartered in Bethlehem, PA. They manage $44,108,000 in 193 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $228,539
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 - 4 of 4 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 7 years of experience in the finance industry.

2
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 21 years of experience in the finance industry.

3
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 27 years of experience in the finance industry.

4
Benjamin Eichman
CRD#: 6377621
One West Broad Street, Suite 406, Bethlehem, PA 18018
88
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.

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