Oakbourne Advisors
Oakbourne Advisors (CRD# 129112) is a financial advisory firm headquartered in Hackettstown, NJ. They manage $195,665,487 in 971 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management196MILLION
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Total Number of Accounts971ACCOUNTS
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Average Account Value$201,509
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, DE, FL, MD, NC, NJ, NY, PA, SC, VA
Christopher Diederich (CRD# 5669484) is an Investment Advisor Representative working at Oakbourne Advisors in Philadelphia, PA and has over 14 years of experience in the finance industry.
Christopher Griest (CRD# 6094720) is an Investment Advisor Representative working at Oakbourne Advisors in Hackettstown, NJ and has over 8 years of experience in the finance industry.
Corey Macdougall (CRD# 6414208) is an Investment Advisor Representative working at Oakbourne Advisors in Hackettstown, NJ and has over 8 years of experience in the finance industry.
John Paoloni (CRD# 1127270) is an Investment Advisor Representative working at Oakbourne Advisors in Hackettstown, NJ and has over 40 years of experience in the finance industry.
Andrew Peters (CRD# 5548991) is an Investment Advisor Representative working at Oakbourne Advisors in Hackettstown, NJ and has over 14 years of experience in the finance industry.
Matthew Ryba (CRD# 5714748) is an Investment Advisor Representative working at Oakbourne Advisors in West Chester, PA and has over 9 years of experience in the finance industry.