This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-1985
- Office Locations
- 1
Office Locations
About OAK Tree Advisory Services INC
OAK Tree Advisory Services INC is a Prescott Valley-based RIA. The firm has been operating for 41 years. Managing $25.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $25.0M between July 22, 2022 and March 7, 2023.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 80 clients, or 40 clients per representative. That equates to $312.5K in reported AUM per client.
The profile lists 1 reported office location and 41 years in operation. The source data was last updated on March 7, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review OAK Tree Advisory Services INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full OAK Tree Advisory Services INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ARMAND EDWARD D'ALO
Chief Operating Officer, Founder
- CRD
- --
- Ownership
- 50% but less than 75%
ROBBIN MARGUERITE D'ALO
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | $714,286 |
| Non-Discretionary | $0 | -- |
| Total | $25,000,000 | $714,286 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
OAK Tree Advisory Services INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.