OAKTREE Brokerage

Insurance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

11166 Fairfax Blvd Ste 300, Fairfax, Vir...

Phone Number

(800) 842-9124

Revenue

$6.9 Million

Industry

Insurance Business Services Advertising Networks
ZI Rank: 1
Signal Type
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ZI Rank
2
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About OAKTREE Brokerage

OAKTREE Brokerage is a prominent insurance marketing company that specializes in supporting independent agents with top carriers and expert guidance in life, annuity, and Medicare solutions. With over thirty years of experience, they focus on helping insurance agencies and financial professionals expand their services and meet diverse client needs. The company prides itself on personalized service, ensuring that agents receive tailored support and training to enhance their business strategies. OAKTREE Brokerage aims to empower agents to grow their markets and strengthen client relationships through comprehensive product offerings and expert advice.Explore more
OAKTREE Brokerage's Social MediaPopular SearchesOAKTREE BrokerageOak Tree Financial IncCarrier AdvisorsOaktreeus.comOaktree Consolidated LLCSIC Code 64,641NAICS Code 52,524Show more

OAKTREE Brokerage Org Chart

PhoneEmail
CS
United States flag for contact location.

Sales Director, Annuity

PhoneEmail
VB
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Director - Producer Resource Center

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DL
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Sales Director

PhoneEmail
CH
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Director, Marketing

PhoneEmail

PhoneEmail
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EB
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Business Development Manager

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PhoneEmail
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Compare insights from companies similar to OAKTREE Brokerage, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OAKTREE Brokerage

$6.9M
11-50
Private
<$5M
1994
CS
Christopher SimpsonSales Director, Annuity
$6.3M
11-50
Private
<$5M
1954
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2001
N/A
<$5M
1-10
Private
-
2010
JF
Jack FlemingPrincipal Broker and Owner
<$5M
1-10
Private
-
-
MR
Michael ReidRegistered Representative and Insurance Agent
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

OAKTREE Brokerage is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

OAKTREE Brokerage is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about OAKTREE Brokerage.

OAKTREE Brokerage financials insights

Gather financial insights about OAKTREE Brokerage, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All OAKTREE Brokerage's Financials Insights

OAKTREE Brokerage Tech Stack

A closer look at the technologies used by OAKTREE Brokerage

Most Recent Scoops

Facilities Relocation / Expansion
OAKTREE Brokerage is planning to move its offices in September 2022. The move will impact approximately 16 employees at their existing office located at 11166 Fairfax Blvd, Fairfax, VA.
Funding
OAKTREE Brokerage has received an SBA PPP loan for $350,000-1 million from Wells Fargo Bank.
Funding
OAKTREE Brokerage has received an SBA PPP loan for $350,000-1 million from Wells Fargo Bank, National Association.
Funding
See more scoops

Top Insurance Companies

Frequently Asked Questions Regarding OAKTREE Brokerage

What is OAKTREE Brokerage's official website?
OAKTREE Brokerage's official website is www.oaktreeus.com
What is OAKTREE Brokerage's Revenue?
OAKTREE Brokerage's revenue is $6.9 Million
What is OAKTREE Brokerage's SIC code?
OAKTREE Brokerage's SIC: 64,641
What is OAKTREE Brokerage's NAICS code?
OAKTREE Brokerage's NAICS: 52,524
How many employees does OAKTREE Brokerage have?
OAKTREE Brokerage has 11-50 employees
What industry does OAKTREE Brokerage belong to?
OAKTREE Brokerage is in the industry of: Insurance, Business Services, Advertising Networks
What is OAKTREE Brokerage competition?
OAKTREE Brokerage top competitors include: Comrade Financial Group, Healthcare American, SMH Insurance Agency, New York Life Insurance
What technology does OAKTREE Brokerage use?
Some of the popular technologies that OAKTREE Brokerage uses are: PHP, Greenrope, CentOS, Google Cloud Web Serving
How do I contact OAKTREE Brokerage?
OAKTREE Brokerage contact info: Phone number: (800) 842-9124 Website: www.oaktreeus.com
What does OAKTREE Brokerage do?

OAKTREE Brokerage is a prominent insurance marketing company that specializes in supporting independent agents with top carriers and expert guidance in life, annuity, and Medicare solutions. With over thirty years of experience, they focus on helping insurance agencies and financial professionals expand their services and meet diverse client needs.... The company prides itself on personalized service, ensuring that agents receive tailored support and training to enhance their business strategies. OAKTREE Brokerage aims to empower agents to grow their markets and strengthen client relationships through comprehensive product offerings and expert advice.Read More

What are OAKTREE Brokerage social media links?
OAKTREE Brokerage Linkedin page OAKTREE Brokerage Twitter page OAKTREE Brokerage Facebook page
Is OAKTREE Brokerage a public company?
OAKTREE Brokerage is private company therefore does not currently have an official ticker symbol
See more information about OAKTREE Brokerage

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