Unclaimed Profile

David Freeman Aisner

OAKLINE ADVISORS, LLC·DALLAS, Texas

Clean recordOAKLINE ADVISORS, LLC

14675 DALLAS PARKWAY, DALLAS, TX 75254CRD# 6586263Firm CRD# 168995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Freeman Aisner · DALLAS, TX

Registration

CRD #6586263 · OAKLINE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Freeman Aisner is a registered financial advisor based in DALLAS, Texas, affiliated with OAKLINE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

OAKLINE ADVISORS, LLC

AUM

$104M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OAKLINE ADVISORS, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6586263

Firm CRD# 168995

View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Freeman Aisner offer?

David Freeman Aisner specializes in Investment Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are David Freeman Aisner's credentials?

David Freeman Aisner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Freeman Aisner located?

David Freeman Aisner is based in DALLAS, Texas, working with OAKLINE ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does David Freeman Aisner charge for services?

David Freeman Aisner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAKLINE ADVISORS, LLC?

OAKLINE ADVISORS, LLC has approximately 6 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →