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Oak Tree Securities
OAK TREE SECURITIES, INC. is an SEC-registered investment adviser in LIVERMORE, CA. The firm manages approximately $4 million in regulatory assets.
Oak Tree Securities
OAK TREE SECURITIES, INC. is an SEC-registered investment adviser in LIVERMORE, CA. The firm manages approximately $4 million in regulatory assets. It has 4 employees and 2 investment advisers.
General information
Firm type
other
Location
Region
North America
Country
United States
Frequently asked questions
Who controls Oak Tree Securities?
Public records do not name the firm's owners, board, or executive leadership. This may be a privately held entity that does not publicly disclose its principals.
What type of firm is Oak Tree Securities?
The firm's name indicates a focus on securities, which could include brokerage, trading, underwriting, or investment advisory services. Its regulatory classification is unclear from available data.
Does Oak Tree Securities manage assets for external clients?
No public information confirms whether the firm manages third-party capital. It may operate as a proprietary trading entity or a corporate holding company.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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