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Building 2OAK FAMILY ADVISORS, LLC

Map pinCHICAGO, IL
Phone312-373-7221
NotebookSEC #801-108109
Total AUM
$621M
Employees
6
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 NORTH WACKER DRIVE
SUITE 1760
CHICAGO
IL 60606-1607
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
312-373-7221

ReceiptFinancials

Total AUM
$621M
Accounts
853
Discretionary
$526M
Accounts
732
Non-Discretionary
$95M
Accounts
121

ContactClients

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Individual Clients
72
AUM
$20M
HNW Individual Clients
128
AUM
$553M
Charitable Organization Clients
1
AUM
$46M
Corporation or Business Clients
2
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMINCNETX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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