Oakbridge Advisors Inc.

California
Registered In
08/20/2007
Incorp. Date

Company Summary

Oakbridge Advisors Inc. at 2040 Main ST STE 450, Irvine, Ca 92614 lists Lawrence Hartley and Belinda Kirkwood of Irvine, CA as the associates.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Terminated
Registration Type
Domestic
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People

Lawrence Hartley Individual Agent
2040 MAIN ST STE 450, IRVINE, CA 92614
Lawrence Hartley CEO
2040 MAIN ST STE 450, IRVINE, CA 92614
Lawrence Hartley Chief Financial Officer
2040 MAIN ST STE 450, IRVINE, CA 92614
Belinda Kirkwood Director
2040 MAIN ST STE 450, IRVINE, CA 92614
Lawrence Hartley Director
2040 MAIN ST STE 450, IRVINE, CA 92614
Lawrence Hartley Secretary
2040 MAIN ST STE 450, IRVINE, CA 92614
Showing current associates only (6 of 8 total associates). Create a free account to see the full associate history

Map & Locations

2040 MAIN ST STE 450, IRVINE, CA 92614 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Oakbridge Advisors Inc.

Form 5500

OAKBRIDGE ADVISORS INC

1451 Quail Street Suite 218, Newport Beach, Ca 92660 (949) 681-1880 EIN:14-2007077 Plan Admin:Edward Kirkwood
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2020 Plan NameOAKBRIDGE ADVISORS INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 0 Assets BOY/EOY$314,648 / $0 2020 OAKBRIDGE ADVISORS INC 401K PROFIT SHARING PLAN - Plan #001 5 / 0 $314,648 / $0
2019 Plan NameOAKBRIDGE ADVISORS INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$255,558 / $314,648 2019 OAKBRIDGE ADVISORS INC 401K PROFIT SHARING PLAN - Plan #001 3 / 2 $255,558 / $314,648
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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