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Oak Tree Financial Services, Llc

Tel: (256) 704-9400
400 Bob Wallace Avenue Sw

Huntsville, Alabama  35801

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Oak Tree Financial Services, Llc

Oak Tree Financial Services, Llc is a Huntsville, Alabama based financial advisory firm with nearly $$124,398,864 in assets under management and provides investment advisory services for 462 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Pension Consulting Services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

175281

SEC#:

801-123562

No. of Clients:

462

Assets under Management

$124,398,864

No. of Advisors:

4

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