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PACIFIC OAK CAPITAL ADVISORS, LLC
PACIFIC OAK CAPITAL ADVISORS, LLC
LOS ANGELES, California
·
4 registered advisors
·
CRD# 299177
SEC# 801-117321
1
(424) 208-8100
01
Firm Overview
AUM
$3.5B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION AND DISPOSITION FEES
03
Specialties
Retirement Planning
04
Advisors at PACIFIC OAK CAPITAL ADVISORS, LLC
4 registered advisors
Hans Dieter Henselman
LOS ANGELES, California
CRD# 2320564
Keith David Hall
LOS ANGELES, California
CRD# 1510575
Matthew Mai
LOS ANGELES, California
CRD# 6368927
Michael Bender
LOS ANGELES, California
CRD# 7192533
05
Office Locations
LOS ANGELES, California
4 advisors
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Data sourced from SEC Form ADV filings. PACIFIC OAK CAPITAL ADVISORS, LLC (CRD# 299177) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.