Oakbourne Advisors

CRD 129112 · Berkeley Heights, NJ · $347.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 129112
SEC number: 801-121388
Firm type: RIA
Assets under management: $347.9M as of Mar 31, 2026
Website: oakbourneadvisors.com ↗
Phone: 908-850-9991
Address: 200 Connell Drive, Berkeley Heights, NJ, 07922

Advisors at this firm

8 in our index · page 1 of 1

Christopher Tyler DiederichCRD 5669484 · West Chester, PA

IA RegisteredBroker
Ross Geoffrey DanzigCRD 6513819 · West Chester, PA

IA RegisteredRegistration inactive
Christopher Matthew GriestCRD 6094720 · West Chester, PA

IA RegisteredBroker
Corey Reed MacdougallCRD 6414208 · West Chester, PA

IA RegisteredRegistration inactive
John Eric MooreCRD 6865332 · West Chester, PA

IA RegisteredRegistration inactive
John Keith PaoloniCRD 1127270 · Bluffton, SC

IA RegisteredBroker
Andrew PetersCRD 5548991 · Berkeley Heights, NJ

IA RegisteredRegistration inactive
Matthew RybaCRD 5714748 · West Chester, PA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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