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
By the Numbers
-
Total Assets Under Management466MILLION
-
Total Number of Accounts325ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA, PR
Financial Advisors at Oar Financial
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.