Oaktree Advisors
Financial Services
6666 Passer Rd
6 employees
- Employees
- 6
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Oaktree Advisors Overview
- Headquarters
- 6666 Passer Rd
- Phone Number
- Available in AeroLeads
- Website
- oaktree-online.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2014
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Oaktree Advisors
Oaktree Advisors is an independent, family-owned, registered investment advisory firm. Our goal is to help clients have a greater sense of confidence around their financial future and avoid the pitfalls so many people make before and during retirement. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of Oaktree Advisors, LLC, a registered investment advisor. Oaktree Advisors, LLC and MAS are not affiliated entities. Oaktree Advisors has strategic partnerships with insurance agents. Michael McFetridge, John Clark III, George Kurtz, and Deborah Peters are Strategic Partners with Oaktree Advisors. . These Strategic Partners, Oaktree Advisors, and Madison Avenue Securities, LLC ("MAS") are not affiliated . Any and all other services offered by the Strategic Partner are not offered through or supervised by MAS.
Oaktree Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Oaktree Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jimmy Hirsch | Life Insurance Agent at Oaktree Advisors | Bethlehem, Pennsylvania, United States |
Email
|
| Laura Eichman | Office Manager, Medicare Sales |
View
|
|
| Ben Eichman | Financial Advisor at Oaktree Advisors | Bethlehem, Pennsylvania, United States |
Email
Phone
|
| Paul Eichman | Principal at Oaktree Advisors Llc | Bethlehem, Pennsylvania, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
| General | 1 | 1 | 0 |