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OAKLINE ADVISORS, LLC
OAKLINE ADVISORS, LLC
DALLAS, Texas
·
10 registered advisors
·
CRD# 168995
SEC# 801-80540
0
214-655-1600
01
Firm Overview
AUM
$104M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at OAKLINE ADVISORS, LLC
10 registered advisors
David Freeman Aisner
DALLAS, Texas
CRD# 6586263
Destiny Marie Poninski
DALLAS, Texas
CRD# 6153525
Katherine Lynn Hawkins
DALLAS, Texas
CRD# 7358758
Michael David Cohen
DALLAS, Texas
CRD# 6120280
Michael Jason Mattox
DALLAS, Texas
CRD# 4508268
Peter Alfred Moore
DALLAS, Texas
CRD# 1979755
Robert Franklin Muller
DALLAS, Texas
CRD# 1778892
Robert Jerome Chapman
DALLAS, Texas
CRD# 2158597
Robert Steven Aisner
ADDISON, Texas
CRD# 4638867
Stanton Paul Eigenbrodt
DALLAS, Texas
CRD# 5656317
05
Office Locations
DALLAS, Texas
9 advisors
ADDISON, Texas
1 advisor
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Data sourced from SEC Form ADV filings. OAKLINE ADVISORS, LLC (CRD# 168995) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.