320 Post Road
Suite 110
Darien, Connecticut 06820
Tel: 203-257-3289
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 306284 |
SEC# | 801-117907 |
Assets Managed by Firm | $1,085,752,280 |
No. of Clients | 111 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 111 | $1,085,752,280 |
High net worth individuals | 5 | $1,046,564,079 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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