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Oak Tree Global Financial Services LLP (Mexico Df)


Oak Tree Global Financial Services LLP is a large advisory firm based in Mexico Df. It manages $29.9 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2004.

Oak Tree Global Financial Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oak Tree Global Financial Services: assets under management

The assets under management (AUM) of Oak Tree Global Financial Services LLP is $29.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.3 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Oak Tree Global Financial Services LLP for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mexico Df

The principal office where Oak Tree Global Financial Services LLP performs its advisory services is located at Bosque De Duraznos Of 602, Mexico Df, 11700, 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 (555) 596-2382 or by fax (555) 596-2392. The normal business hours are 9am-5pm on Monday - Friday.


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