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OAKBOURNE ADVISORS
Tel: 908-850-9991
200 Connell Drive Suite 1000
Berkeley Heights, New Jersey 07922
OAKBOURNE ADVISORS
OAKBOURNE ADVISORS is a Berkeley Heights, New Jersey based financial advisory firm with nearly $195,665,487 in assets under management and provides investment advisory services for 971 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
129112
SEC#:
801-121388
No. of Clients:
971
Assets under Management
$195,665,487
No. of Advisors:
9
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