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CHICAGO OAKBROOK FINANCIAL GROUP
OAK BROOK, IL
(630) 954-5572
SEC #801-131428Total AUM
$1.2B
Employees
19Clients
1,381Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
903 COMMERCE DRIVE,
SUITE 300
OAK BROOK
IL 60523
United States
SUITE 300
OAK BROOK
IL 60523
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
(630) 954-5572
Other Offices
1
Financials
Total AUM
$1.2B
Accounts
4,345Discretionary
$1.1B
Accounts
4,304Non-Discretionary
$97.5M
Accounts
41
Clients
Individual Clients
1,147AUM
$479.2M
HNW Individual Clients
189AUM
$631.8M
Pension/Profit Sharing Plan Clients
20AUM
$89.7M
Charitable Organization Clients
1AUM
$1.6M
Corporation or Business Clients
24AUM
$6.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILINMAMINCNYTNTXWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.