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VerifiedFinancial Services· Founded 2014

Oaktree Advisors

Oaktree Advisors is an independent, family-owned, registered investment advisory firm. Our goal is to help clients have a greater sense of confidence around their financial future and avoid the pitfalls so many people make before and during retirement. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of Oaktree Advisors, LLC, a registered investment advisor. Oaktree Advisors, LLC and MAS are not affiliated entities. Oaktree Advisors has strategic partnerships with insurance agents. Michael McFetridge, John Clark George Kurtz, and Deborah Peters are Strategic Partners with Oaktree Advisors. These Strategic Partners, Oaktree Advisors, and Madison Avenue Securities, LLC ("MAS") are not affiliated. Any and all other services offered by the Strategic Partner are not offered through or supervised by MAS.

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HeadquartersCoopersburg, United StatesEmployees7(1 to 10)Annual revenue$100M to <$1BFounded year2014Websiteoaktree-online.comLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

7

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Oaktree Advisors

6 distinct titles indexed · top 6 shown.

  • 2financial advisor
  • 1business consultant
  • 1life insurance agent
  • 1office manager, medicare sales
  • 1principal
  • 1vice president portfolio manager

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