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OAK FAMILY ADVISORS, LLC

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

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OAK FAMILY ADVISORS, LLC

OAK FAMILY ADVISORS, LLC is a Chicago, Illinois based financial advisory firm with nearly $495,800,000 in assets under management and provides investment advisory services for 793 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

141332

SEC#:

801-108109

No. of Clients:

793

Assets under Management

$495,800,000

No. of Advisors:

7

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