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Home > Retirement Planners > minnesota > golden valley > THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
701 Xenia Avenue South
Suite 100
Golden Valley, Minnesota 55416-1089
Tel: 763-923-2270
About THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC, formally registered with the SEC as THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. The firm was established in 01/15/2015. They have over 2 offices throughout the country.
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC is a Golden Valley, Minnesota based Financial Planning firm with nearly $456,416,227 assets under management, offering retirement planning & investment advisory services to 1501 clients. The firm is staffed with 60 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 42941 |
| SEC# | 801-80809 |
| Assets Managed by Firm | $456,416,227 |
| No. of Clients | 1501 |
| No. of Advisors | 60 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1501 | $456,416,227 |
| Individuals (other than high net worth individuals) | 1405 | $251,332,611 |
| High net worth individuals | 96 | $205,083,616 |
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