Oaktree Advisors LLC

Oaktree Advisors LLC (CRD# 168271) is a financial advisory firm headquartered in Coopersburg, PA. They manage $116,170,254 in 436 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6666 Passer Road, Suite 4, Coopersburg, PA 18036
https://www.facebook.com/oaktreeadvisorsllc
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $266,446
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
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
Benjamin Eichman, financial advisor Coopersburg PA
Benjamin Eichman
CRD#: 6377621
6666 Passer Road, Suite 4, Coopersburg, PA 18036

Benjamin Eichman (CRD# 6377621) is an Investment Advisor Representative working at Oaktree Advisors LLC in Coopersburg, PA and has over 9 years of experience in the finance industry.

2
Paul Eichman, financial advisor Coopersburg PA
Paul Eichman
CRD#: 5732435
6666 Passer Road, Suite 4, Coopersburg, PA 18036

Paul Eichman (CRD# 5732435) is an Investment Advisor Representative working at Oaktree Advisors LLC in Coopersburg, PA and has over 14 years of experience in the finance industry.

3
Trudy Fearon, financial advisor Coopersburg PA
Trudy A. Fearon
CRD#: 857412
6666 Passer Road, Suite 4, Coopersburg, PA 18036

Trudy Fearon (CRD# 857412) is an Investment Advisor Representative working at Oaktree Advisors LLC in Coopersburg, PA and has over 36 years of experience in the finance industry.

4
Louis Hershman, financial advisor Coopersburg PA
Louis J. Hershman
CRD#: 2714530
6666 Passer Road, Suite 4, Coopersburg, PA 18036

Louis Hershman (CRD# 2714530) is an Investment Advisor Representative working at Oaktree Advisors LLC in Coopersburg, PA and has over 27 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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