Oaktree Advisors
Company Management

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
Industry
Financial Services
Employees
6
Founded
2014
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Jimmy Hirsch Life Insurance Agent at Oaktree Advisors
Email
Laura Eichman Office Manager, Medicare Sales
View
Ben Eichman Financial Advisor at Oaktree Advisors
Email Phone
Paul Eichman Principal at Oaktree Advisors Llc
Email

Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1
General 1 1 0

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