Overview
Assets Under Management: $696 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 193
Average Client Assets: $2.7 million
Frequently Asked Questions
OAKBRIDGE PARTNERS, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105829), OAKBRIDGE PARTNERS, LTD. is subject to fiduciary duty under federal law.
OAKBRIDGE PARTNERS, LTD. is headquartered in ATLANTA, GA.
OAKBRIDGE PARTNERS, LTD. serves 193 high-net-worth clients according to their SEC filing dated October 30, 2018. View client details ↓
According to their SEC Form ADV, OAKBRIDGE PARTNERS, LTD. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
OAKBRIDGE PARTNERS, LTD. manages $696 million in client assets according to their SEC filing dated October 30, 2018.
According to their SEC Form ADV, OAKBRIDGE PARTNERS, LTD. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.38%
Average Client Assets: $2.7 million
Total Client Accounts: 1,417
Discretionary Accounts: 1,376
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 105829
Filing ID: 1248516
Last Filing Date: 2018-10-30 10:50:00