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Oak Tree Advisory Services
Oak Tree Advisory Services is an SEC-registered investment adviser since 1985. The firm manages $25 million in regulatory assets. It has 2 employees and 2...
Overview
Oak Tree Advisory Services is an SEC-registered investment adviser since 1985. The firm manages $25 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1985
Location
Region
North America
Country
United States
City
Prescott Valley
Corporate office
Prescott Valley, AZ, United States
Frequently asked questions
How does Oak Tree Advisory Services source and execute investments?
There is no public record of proprietary deal sourcing or direct-investment activity. The firm's classification points to a managed-account or fund-selection model common among trust-department and private-bank advisory desks, where execution flows through third-party managers rather than in-house deal teams.
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