OAK FAMILY ADVISORS, LLC

150 North Wacker Drive
Suite 1760
Chicago, Illinois 60606-1607
Tel: 312-373-7221

About OAK FAMILY ADVISORS, LLC

OAK FAMILY ADVISORS, LLC, formally registered with the SEC as OAK FAMILY ADVISORS, LLC. The firm was established in 07/11/2016. They have over 1 offices throughout the country.

OAK FAMILY ADVISORS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $495,800,000 assets under management, offering retirement planning & investment advisory services to 793 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141332
SEC#	801-108109
Assets Managed by Firm	$495,800,000
No. of Clients	793
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	793	$495,800,000
Individuals (other than high net worth individuals)	75	$19,300,000
High net worth individuals	128	$439,400,000
Charitable organizations	1	$37,100,000

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