OAKTREE ADVISORS LLC

CRD 168271 · SEC 801-129908

6666 PASSER ROAD, SUITE 4, COOPERSBURG, PA, 18036, United States

Phone

(610) 882-5670

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$282.8M

Discretionary AUM

$282.8M

Team

6 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; TRUST SERVICES

Org form

Limited Liability Company

Filing date

2026-04-14

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	242	$53.5M
High net worth individuals	144	$224.9M

NJ, PA, SC, NH, FL

Official SEC filing: View on IAPD