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HARRIS | OAKMARK

111 S. Wacker Drive
Suite 4600
Chicago, Illinois 60606
Tel: 312-646-3600

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About HARRIS | OAKMARK

HARRIS | OAKMARK, formally registered with the SEC as HARRIS | OAKMARK. The firm was established in 09/29/1995. They have over 1 offices throughout the country.

HARRIS | OAKMARK is a Chicago, Illinois based Financial Planning firm with nearly $101,246,680,842 assets under management, offering retirement planning & investment advisory services to 2331 clients. The firm is staffed with 217 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106960
SEC#801-50333
Assets Managed by Firm$101,246,680,842
No. of Clients2331
No. of Advisors217

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total2331$101,246,680,842
High net worth individuals1841$5,727,250,727
Pension and profit sharing plans54$4,432,395,217
Charitable organizations141$2,245,528,216
Corporations or other businesses205$2,494,663,102

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