Oaktree Wealth Group Inc.
Oaktree Wealth Group Inc. (CRD# 167388) is a financial advisory firm headquartered in Brea, CA. They manage $847,090 in 2 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$423,545
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Chong (CRD# 5254063) is an Investment Advisor Representative working at Oaktree Wealth Group Inc. in Brea, CA and has over 11 years of experience in the finance industry. David Chong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.