OAKRIDGE MANAGEMENT GROUP LLC

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

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 Status	Approved
Firm CRD#	306284
SEC#	801-117907
Assets Managed by Firm	$1,085,752,280
No. of Clients	111
No. of Advisors	4

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 Clients	AUM
Firm Total	111	$1,085,752,280
High net worth individuals	5	$1,046,564,079

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