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OAKRIDGE MANAGEMENT GROUP LLC

320 Post Road
Suite 110
Darien, Connecticut 06820
Tel: 203-257-3289

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About OAKRIDGE MANAGEMENT GROUP LLC

OAKRIDGE MANAGEMENT GROUP LLC, formally registered with the SEC as OAKRIDGE MANAGEMENT GROUP LLC. The firm was established in 01/06/2020. They have over 1 offices throughout the country.

OAKRIDGE MANAGEMENT GROUP LLC is a Darien, Connecticut based Financial Planning firm with nearly $1,085,752,280 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306284
SEC#801-117907
Assets Managed by Firm$1,085,752,280
No. of Clients111
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total111$1,085,752,280
High net worth individuals5$1,046,564,079

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