Summary
Oaktree Financial Advisors
Founded in 2000
Description
Oaktree Financial Advisors is a financial advisory firm that provides objective financial advice and investment management services from experienced professionals, not salespeople. They specialize in assisting current and former Eli Lilly employees as ...
Strengths
- Oaktree Financial Advisors has a strong market share in their industry
- Revenue generated per employee is greater than industry average
Weaknesses
- Since Oaktree Financial Advisors was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Oaktree Financial Advisors's annual revenue
$1290000
Based on Kona Equity data
-
Revenue per employee
$258000
-
Annual revenue growth since founding
$58636
Employee Count
5 employees
Executives
Jennifer Dettman
Client Services Associate
j**@oaktreeadvisors.comAnkita Narsey
Founder
a**@oaktreeadvisors.comAbby Ernest-Norman
Client Services Associate
a**@oaktreeadvisors.comChris Baker
Financial Advisor & Co-Founder
c**@oaktreeadvisors.comEd Snyder
Financial Advisor & Co-Founder
e**@oaktreeadvisors.comG Score - 2
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
Location
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Key Information
- Name: Oaktree Financial Advisors
- Category: Financial services
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data G Score of 2 Founded in 2000 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Oaktree Financial Advisors's headquarters are located at 12900 N Meridian St Ste 130 Carmel, IN 46032.
Oaktree Financial Advisors's official website is oaktreeadvisors.com
Oaktree Financial Advisors's annual revenue is $1.3 M.
Oaktree Financial Advisors's SIC: 62; 628
Oaktree Financial Advisors's NAICS: 52; 523.
Oaktree Financial Advisors has 5 employees
Oaktree Financial Advisors is in the industry of Financial services.
