# Oak Tree Securities

Oak Tree Securities is an other based in United States.

## Overview

- **Organization type:** other
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** oaktreesecurities.net

## Regulatory record

- **CRD number:** 18126
- **SEC file number:** 801-39201
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/18126

## About

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.

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Last updated: 2026-08-10T23:49:37.812Z

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