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Oak Tree Financial Services Logo
Oak Tree Financial Services Growth Score
7
CB Rank
1083746
Heat Score
46
Oak Tree Financial Services provides investment strategies and a range of financial planning services that help to manage assets.
Founded
obfuscation
Private Huntsville, Alabama, United States1-10 www.oaktreefinancialservices.com/
Advice
Asset Management
Financial Services
Retirement
Overview

Oak Tree Financial Services
Growth Score
7
Heat Score
46

Growth Score7
-3 pts
in past quarter
Heat Score 46
-2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Oak Tree Financial Services

CB Rank
1083746
Oak Tree Financial Services provides investment strategies and a range of financial planning services that help to manage assets.
Founded
obfuscation
Private Huntsville, Alabama, United States1-10 www.oaktreefinancialservices.com/
Advice
Asset Management
Financial Services
Retirement

Details

Legal Name Oak Tree Financial Services LLC
Operating Status Active
Company Type For Profit
About the Company
Oak Tree Financial Services provides investment strategies and a range of financial planning services that help to manage assets.
Phone Number +1-256-704-9400
Contact Email ron.moody@lpl.com
Predictions & Insights

Growth Insight

See this Growth Insight
Oak Tree Financial Services is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Investment Management
Oak Tree Financial Services offers investment management services to help clients manage and grow their financial assets.
Financial Planning
The company provides financial planning services to assist clients in mapping out their financial future and achieving their goals.

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Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News

News and Press

News•Oct 23, 2024
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News•Oct 23, 2024
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News•Oct 16, 2024
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News•Jul 18, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

546
-66.11%
 in past month

IT Spend

$155.7KThis year, Oak Tree Financial Services is projected to spend $155.7K on IT, according to Aberdeen.

Active Website Tech Count

39Oak Tree Financial Services is actively using 39 technologies for its website, according to BuiltWith. These include SSL by Default, CommonCrawl Top 50m, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Oak Tree Financial Services's headquarters? Oak Tree Financial Services is located in Huntsville, Alabama, United States.Who are Oak Tree Financial Services's competitors? Alternatives and possible competitors to Oak Tree Financial Services may include Wells Fargo, Charles Schwab, and  Ameriprise Financial.
Who We Are
What We Do
Helpful Links
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