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John Robert Oberkofler

MOUNT LUCAS MANAGEMENT LP·NEWTOWN, Pennsylvania
Unclaimed Profile
405 SOUTH STATE STREET, NEWTOWN, PA 18940CRD# 1164191Firm CRD# 108255
01

About

John Robert Oberkofler is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with MOUNT LUCAS MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MOUNT LUCAS MANAGEMENT LP
MOUNT LUCAS MANAGEMENT LP
AUM
$1.1B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at MOUNT LUCAS MANAGEMENT LP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1164191
Firm CRD# 108255
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Robert Oberkofler offer?
John Robert Oberkofler specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are John Robert Oberkofler's credentials?
John Robert Oberkofler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Robert Oberkofler located?
John Robert Oberkofler is based in NEWTOWN, Pennsylvania, working with MOUNT LUCAS MANAGEMENT LP. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does John Robert Oberkofler charge for services?
John Robert Oberkofler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOUNT LUCAS MANAGEMENT LP?
MOUNT LUCAS MANAGEMENT LP has approximately 14 employees and manages $1.1B 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)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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