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Oakbourne

Finance · Santa Rosa, California

FinancialFinance
Santa Rosa, California, United States8 employees$956,000 revenue
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Products & Services

FinancialFinanceFinancial Servicesfinancial planningplanning401 plan design administration401plandesignadministration401 planplan designdesign administration401 plan designplan design administrationportfolio managementportfoliomanagement

About Oakbourne

Oakbourne is listed as a company reporting $0M-$1M in annual revenue, classified under Portfolio Management and Investment Advice, based in Santa Rosa, California, United States, operating in Financial Services and employing 6-10 people.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Oakbourne is one of 455,764 Financial companies listed in California.

Business Contact Information

Phone
+1 (610) 7986641
Address
360 Tesconi Cir, Santa Rosa, California, 95401, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
8 (6-10)
Annual Revenue
$956,000 ($0M-$1M)

Oakbourne: frequently asked questions

What does Oakbourne do?

Oakbourne is listed as a company reporting $0M-$1M in annual revenue, classified under Portfolio Management and Investment Advice, based in Santa Rosa, California, United States, operating in Financial Services and employing 6-10 people.

Where is Oakbourne located?

Oakbourne is headquartered at 360 Tesconi Cir, Santa Rosa, California, 95401, United States.

How many employees does Oakbourne have?

Oakbourne has about 8 employees (the 6-10 range).

What is Oakbourne's annual revenue?

Oakbourne's annual revenue is estimated at $956,000 (the $0M-$1M range).

What industry is Oakbourne in?

Oakbourne is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Oakbourne?

Its website is www.oakbourne.com and its phone number is +1 (610) 7986641.

Largest companies in California

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Manufacturing sales in California, 2026

In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.

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