Oar Financial

Oar Financial (CRD# 158989) is a financial advisory firm headquartered in Bryn Mawr, PA. They manage $465,999,930 in 325 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
One Town Place, Suite 200, Bryn Mawr, PA 19010
https://twitter.com/palladiem/
By the Numbers
  • Total Assets Under Management
    466
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $1,433,846
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA, PR

Financial Advisors at Oar Financial
No Advisor Found.

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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