Oasis Capital Management LLC

Oasis Capital Management LLC (CRD# 147812) is a financial advisory firm headquartered in , . They manage $7,588,799 in 29 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.whyoasis.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $261,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

PA, VA

Financial Advisors at Oasis Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Robertson, financial advisor Chester Springs PA
Thomas J. Robertson
CRD#: 2175738
Chester Springs, PA
93
Wealthminder
score

Thomas Robertson (CRD# 2175738) is an Investment Advisor Representative working at Oasis Capital Management LLC in Chester Springs, PA and has over 25 years of experience in the finance industry.

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