Overview
Assets Under Management: $164 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 16
Average Client Assets: $8 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.56
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 214
Discretionary Accounts: 214
Regulatory Filings
CRD Number: 111095
Last Filing Date: 2025-02-21 00:00:00
Website: https://myoaktreeadvisors.com