Oakbridge Advisory Services, LLC (South Jordan)

Name: Oakbridge Advisory Services, LLC
Address: 897 West Baxter Drive, South Jordan, UT, 84095
Telephone: 801-327-7205

Oakbridge Advisory Services, LLC is a large advisory firm based in South Jordan. It manages $37.67 million of regulatory assets for 61 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Utah.

Oakbridge Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Oakbridge Advisory Services: assets under management

The assets under management (AUM) of Oakbridge Advisory Services, LLC is $37.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $617.59 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oakbridge Advisory Services, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in South Jordan

The principal office where Oakbridge Advisory Services, LLC performs its advisory services is located at 897 West Baxter Drive, South Jordan, UT 84095, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-327-7205 or by fax 801-327-7218. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.askspectra.com.

Oakbridge Advisory Services, LLC (South Jordan)

Oakbridge Advisory Services: assets under management

Fees & Commissions

Based in South Jordan

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