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OAK TREE ADVISORY SERVICES INC

Advisory

N·

Data as of Mar 7, 2023 · Source: SEC Form ADV

Total AUM
$25M
1-Year AUM Growth
0.0%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingMar 30, 2001
Latest FilingMar 7, 2023
🔒 Full AUM trend chart and 23 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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