OAK RIDGE INVESTMENTS, LLC

10 South Lasalle Street
Suite 2130
Chicago, Illinois 60603-1020
Tel: 312-857-1040

About OAK RIDGE INVESTMENTS, LLC

OAK RIDGE INVESTMENTS, LLC, formally registered with the SEC as OAK RIDGE INVESTMENTS, LLC. The firm was established in 12/08/1989. They have over 1 offices throughout the country.

OAK RIDGE INVESTMENTS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $899,852,844 assets under management, offering retirement planning & investment advisory services to 1667 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107066
SEC#	801-35529
Assets Managed by Firm	$899,852,844
No. of Clients	1667
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1667	$899,852,844
Individuals (other than high net worth individuals)	1457	$426,779,098
High net worth individuals	124	$297,456,551
Pension and profit sharing plans	12	$5,453,988
Corporations or other businesses	39	$47,535,993

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