111 S. Wacker Drive
Suite 4600
Chicago, Illinois 60606
Tel: 312-646-3600
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
Explore More Retirement Advisors in Chicago, Illinois