OAKTREE ADVISORS LLC
CRD #168271 SEC #801-129908 COOPERSBURG, PA (610) 882-5670
SEC Registered
Total AUM
$179.3M
Discretionary
$179.3M
Employees
6
Clients
0
Accounts
548
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Eichman, Laura, Virginia | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EICHMAN, PAUL | I | PRINCIPAL/CCO | E | Control |
| EICHMAN, PAUL | I | PRINCIPAL/CCO | E | Control |
| EICHMAN, PAUL | I | PRINCIPAL | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (3)
FL NH PA
Address
6666 PASSER ROADSUITE 4
COOPERSBURG, PA 18036
United States
Phone: (610) 882-5670