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Paul Eichman

OAKTREE ADVISORS LLC·COOPERSBURG, Pennsylvania
Unclaimed Profile
6666 PASSER ROAD, COOPERSBURG, PA 18036CRD# 5732435Firm CRD# 168271
01

About

Paul Eichman is a registered financial advisor based in COOPERSBURG, Pennsylvania, affiliated with OAKTREE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
OAKTREE ADVISORS LLC
OAKTREE ADVISORS LLC
AUM
$116M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OAKTREE ADVISORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: TRUST SERVICES
Regulatory
SEC/IARD CRD# 5732435
Firm CRD# 168271
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Eichman offer?
Paul Eichman specializes in Investment Management. Contact their office in COOPERSBURG, Pennsylvania for a consultation.
What are Paul Eichman's credentials?
Paul Eichman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Eichman located?
Paul Eichman is based in COOPERSBURG, Pennsylvania, working with OAKTREE ADVISORS LLC. Their office serves clients in the COOPERSBURG metropolitan area and surrounding communities.
How does Paul Eichman charge for services?
Paul Eichman's firm is compensated through percentage of aum, other: trust services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKTREE ADVISORS LLC?
OAKTREE ADVISORS LLC has approximately 6 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
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Research
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