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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- AtlasAlpha
- Established Date
- 08-05-2013
- Office Locations
- 1
Office Locations
About Oaktree Advisors LLC
Oaktree Advisors is a family-owned, independent RIA based in Coopersburg, PA focused on family-centered retirement planning. The team provides wealth management, IRA/401(k) rollover guidance, annuity solutions, and Medicare/long-term care planning, pairing personalized advice with ongoing monitoring through its “All-Season Plan” process. Portfolios are commonly implemented with public funds and ETFs and custody is maintained at Fidelity/NFS.
Team overview
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Asset Classes
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Investment Themes
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Platform
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Owner & Executives
PAUL EICHMAN
PRINCIPAL
- CRD
- #5732435
- Ownership
- 75% or more
Laura Virginia Eichman
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BENJAMIN EICHMAN
--
- CRD
- #6377621
TRUDY ANN FEARON
Investment Advisor
- CRD
- #857412
Delta zenith
Vertex matrix zenith
- CRD
- #57836
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $282,764,728 | $400,517 |
| Non-Discretionary | $0 | -- |
| Total | $282,764,728 | $400,517 |
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Separately Managed Accounts
Total SMA Asset: $282,764,728
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $56,984,528 | 15.5% |
| Public Funds | $108,086,781 | 29.4% |
| Cash | $81,616,549 | 22.2% |
| Other | $45,219,980 | 12.3% |
| U.S. Government/Agency | $75,734,275 | 20.6% |
| Total | $367,642,113 | 100.0% |