O
CRD: 105883
OAK Tree Advisory Services INC
$25.0M Total AUM
$25.0M Disc. AUM
-- 3Y CAGR
2 Employees
80 ADV. Clients
40 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-1985
- Office Locations
- 1
Office Locations
-- Prescott Valley AZ
About OAK Tree Advisory Services INC
OAK Tree Advisory Services INC is a Prescott Valley-based RIA. The firm has been operating for 40 years. Managing $25.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$12.5M AVG AUM / ADVISOR
$312.5K AVG AUM / CLIENT
40.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
40yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ARMAND EDWARD D'ALO
Chief Operating Officer, Founder
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
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R
ROBBIN MARGUERITE D'ALO
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | $714,286 |
| Non-Discretionary | $0 | -- |
| Total | $25,000,000 | $714,286 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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