HARRIS | OAKMARK

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

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 Status	Approved
Firm CRD#	106960
SEC#	801-50333
Assets Managed by Firm	$101,246,680,842
No. of Clients	2331
No. of Advisors	217

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 Clients	AUM
Firm Total	2331	$101,246,680,842
High net worth individuals	1841	$5,727,250,727
Pension and profit sharing plans	54	$4,432,395,217
Charitable organizations	141	$2,245,528,216
Corporations or other businesses	205	$2,494,663,102

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