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OAKTREE FINANCIAL ADVISORS, INC.

EIN 35-2098204-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
7
12900 N. MERIDIAN STREET, STE 130 - CARMEL, IN 46032317-818-1631oaktreeadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.8M - 7 part

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Retirement#001

OAKTREE FINANCIAL ADVISORS, INC. 401(K) PLAN

401k

Assets$2.8M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAKTREE FINANCIAL ADVISORS, INC. 401(K) PLAN401k$2.8M72025
Retirement plans
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