Oakbourne Advisors Email Formats
Financial Services • 
West Chester, Pennsylvania, United States • 1-10 Employees
Oakbourne Advisors Email Formats
Oakbourne Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@oakbourne.com), used 90% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@oakbourne.com | 90% |
{first name}{last name} | johndoe@oakbourne.com | 10% |
Key Contact at Oakbourne Advisors
Andrew Peters
Ceo | Partner
Company overview
| Headquarters | 2 W Market St, West Chester, Pennsylvania 19382, US |
| Phone number | +19088509991 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Portfolio Management, Financial Planning, 401(K), 401(K) Plan Design & Administration |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
About Oakbourne Advisors
Oakbourne Advisors is an independent advisory firm with two distinct divisions. The Private Wealth Management team designs and implements financial strategies for successful individuals and families across the country while the Retirement Plan Services team works with Executive and HR committees to help them manage and maintain complex 401(k) solutions. Every member of our firm has several years of experience in financial services, and our clients rely on our collective expertise.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Oakbourne Advisors has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Oakbourne Advisors has never raised funding before.
Oakbourne Advisors Tech Stack
Discover the technologies and tools that power Oakbourne Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Analytics
Tag managers
CMS
Miscellaneous
Security
Miscellaneous
JavaScript libraries
JavaScript libraries
Marketing automation
Analytics
Netherlands
Italy
Canada
Frequently asked questions
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