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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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