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OakBridge Asset Management, LLC Employee Directory

Investment ManagementUtah, United States2-10 Employees

OakBridge Asset Management, LLC is an independent wealth and retirement planning firm based in South Jordan, Utah. Operating as an investment advisor through Royal Alliance Associates, it offers access to a broad range of investment products and client services, with a focus on tailoring solutions to individual goals and values. The company emphasizes fiduciary-style principles, including acting in clients’ best interests, full disclosure of material facts, and maintaining confidentiality. In addition to investment management, OakBridge provides financial planning to help clients use their resources prudently over time. The firm serves individuals in Utah and certain neighboring states, and positions itself within the investment management industry by partnering with a network that broadens its product and service scope while remaining independently operated.

Find OakBridge Asset Management, LLC employees' phone numbers or email addresses

OakBridge Asset Management, LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    7
  • Canada
    1

OakBridge Asset Management, LLC's Leadership

  • Stylized image of a person
    R. J.
    Marketing Director, Secondary
    Phone icon
    Mobile Phone

OakBridge Asset Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Other

Contact profiles from OakBridge Asset Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. J.
    Marketing Director, Secondary
    Phone icon
    Mobile Phone

Frequently Asked Questions

What is OakBridge Asset Management, LLC known for?

Minus sign iconPlus sign iconOakBridge Asset Management, LLC was founded in 2008 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-801-327-****
. Explore OakBridge Asset Management, LLC's company overview page for more information.

What is OakBridge Asset Management, LLC's most common email format?

Minus sign iconPlus sign iconOakBridge Asset Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OakBridge Asset Management, LLC email formats with LeadIQ.

How many employees does OakBridge Asset Management, LLC have currently?

Minus sign iconPlus sign iconOakBridge Asset Management, LLC has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are OakBridge Asset Management, LLC's key employees and leadership?

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As of July 2026, OakBridge Asset Management, LLC's key employees include:

  • Marketing Director, Secondary: R. J.

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