OAK TREE SECURITIES, INC.
CRD #18126 SEC #801-39201 WALNUT CREEK, CA 925-934-3200
SEC Registered Broker-Dealer
Total AUM
$27.4M
Discretionary
$0
Employees
--
Clients
101
Accounts
182
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2004 | $27.4M | $0 | $27.4M | -- | -- |
| Mar 2004 | $27.4M | $0 | $27.4M | -- | -- |
| Jan 2004 | $27.4M | $0 | $27.4M | -- | -- |
| Nov 2003 | $27.4M | $0 | $27.4M | -- | -- |
| Nov 2003 | $27.4M | $0 | $27.4M | -- | -- |
| Jul 2001 | $30.5M | $0 | $30.5M | -- | -- |
DateMar 2004
Total AUM$27.4M
Discretionary$0
Non-Disc.$27.4M
Employees--
Clients--
DateMar 2004
Total AUM$27.4M
Discretionary$0
Non-Disc.$27.4M
Employees--
Clients--
DateJan 2004
Total AUM$27.4M
Discretionary$0
Non-Disc.$27.4M
Employees--
Clients--
DateNov 2003
Total AUM$27.4M
Discretionary$0
Non-Disc.$27.4M
Employees--
Clients--
DateNov 2003
Total AUM$27.4M
Discretionary$0
Non-Disc.$27.4M
Employees--
Clients--
DateJul 2001
Total AUM$30.5M
Discretionary$0
Non-Disc.$30.5M
Employees--
Clients--