Oaktree Wealth Group Inc.
Oaktree Wealth Group Inc. (CRD# 167388) is a financial advisory firm headquartered in Brea, CA. They manage $5,859,806 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$837,115
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Oaktree Wealth Group Inc.
1
David Chong (CRD# 5254063) is an Investment Advisor Representative working at Oaktree Wealth Group Inc. in Brea, CA and has over 17 years of experience in the finance industry.
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