Oaktree Capital Corporation

Oaktree Capital Corporation (CRD# 114075) is a financial advisory firm headquartered in , . They manage $13,598,000 in 20 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $679,900
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
  • Market timing services
  • Educational seminars/workshops
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.

CA, IL, WI

Financial Advisors at Oaktree Capital Corporation
Showing 1 - 4 of 4 top financial advisors.
1
Farobag H. Cooper
CRD#: 2808165
Woodstock, IL
96
Wealthminder
score

Farobag Cooper (CRD# 2808165) is an Investment Advisor Representative working at Oaktree Capital Corporation in Woodstock, IL and has over 19 years of experience in the finance industry.

2
Mary Callaghan
CRD#: 4892127
Woodstock, IL
93
Wealthminder
score

Mary Callaghan (CRD# 4892127) is an Investment Advisor Representative working at Oaktree Capital Corporation in Woodstock, IL and has over 11 years of experience in the finance industry.

3
Robert S. Jackson
CRD#: 2192149
Woodstock, IL
93
Wealthminder
score

Robert Jackson (CRD# 2192149) is an Investment Advisor Representative working at Oaktree Capital Corporation in Woodstock, IL and has over 25 years of experience in the finance industry.

4
Andrew P. McDonald
CRD#: 4749981
4201 W Irving Park Rd, 203, Chicago, IL 60641
93
Wealthminder
score

Andrew McDonald (CRD# 4749981) is an Investment Advisor Representative working at Oaktree Capital Corporation in Chicago, IL and has over 12 years of experience in the finance industry.

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