OAK TREE ADVISORY SERVICES INC

2 registered advisors·CRD# 105883
SEC# 801-258460760-518-5616
01

Firm Overview

AUM
$25M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
Compensation
Hourly charges
Other: RETAINER AGREEMENTS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OAK TREE ADVISORY SERVICES INC

2 registered advisors
Armand Edward D'alo
CARLSBAD, California
Robbin Marguerite D'alo
CARLSBAD, California
05

Office Locations

CARLSBAD, California
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. OAK TREE ADVISORY SERVICES INC (CRD# 105883) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.