Anmelden Kostenlos registrieren

Oakbridge Asset Managment, LLC (South Jordan)


Oakbridge Asset Managment, LLC is an adviser based in South Jordan. It manages $3 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Utah.

Logo

Oakbridge Asset Managment provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Oakbridge Asset Managment: assets under management

The assets under management (AUM) of Oakbridge Asset Managment, LLC is $3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oakbridge Asset Managment, LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in South Jordan

The principal office where Oakbridge Asset Managment, 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 801-327-7222 or by fax 801-327-7220. 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.


Registered investment advisers similar to Oakbridge Asset Managment, LLC