Oaktree Advisors LLC

CRD 168271 · Coopersburg, PA · $282.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 168271
SEC number: 801-129908
Firm type: RIA
Assets under management: $282.8M as of Apr 14, 2026
Website: www.linkedin.com/company/oaktree-advisors ↗
Phone: (610) 882-5670
Address: 6666 Passer Road, Coopersburg, PA, 18036

Advisors at this firm

7 in our index · page 1 of 1

Benjamin EichmanCRD 6377621 · Coopersburg, PA

IA RegisteredBroker
Paul EichmanCRD 5732435 · Coopersburg, PA

IA RegisteredBroker
Trudy Ann FearonCRD 857412 · Coopersburg, PA

IA RegisteredRegistration inactive
Louis Joseph HershmanCRD 2714530 · Coopersburg, PA

IA RegisteredBroker
George Paul KurtzCRD 6117969 · Coopersburg, PA

IA Registered
Daniel Edward NemethCRD 6150953 · Coopersburg, PA

IA RegisteredBroker
John PelcheckCRD 8136569 · Coopersburg, PA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 168271 ↗ FINRA BrokerCheck record for firm CRD 168271 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.