Overview
Assets Under Management: $283 million
Headquarters: COOPERSBURG, PA
High-Net-Worth Clients: 144
Average Client Assets: $1.6 million
Frequently Asked Questions
OAKTREE ADVISORS LLC 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 #168271), OAKTREE ADVISORS LLC is subject to fiduciary duty under federal law.
OAKTREE ADVISORS LLC is headquartered in COOPERSBURG, PA.
OAKTREE ADVISORS LLC serves 144 high-net-worth clients according to their SEC filing dated April 14, 2026. View client details ↓
According to their SEC Form ADV, OAKTREE ADVISORS LLC offers portfolio management for individuals. View all service details ↓
OAKTREE ADVISORS LLC manages $283 million in client assets according to their SEC filing dated April 14, 2026.
According to their SEC Form ADV, OAKTREE ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.54%
Average Client Assets: $1.6 million
Total Client Accounts: 706
Discretionary Accounts: 706
Regulatory Filings
CRD Number: 168271
Filing ID: 2093669
Last Filing Date: 2026-04-14 13:36:28