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Building 2OAKBROOK INVESTMENTS

Map pinLISLE, IL
Phone630-271-0100
NotebookSEC #801-55334
Total AUM
$519.7M
Employees
12
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2300 CABOT DRIVE
SUITE 300
LISLE
IL 60532-4616
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
630-271-0100

ReceiptFinancials

Total AUM
$519.7M
Accounts
23
Discretionary
$519.7M
Accounts
23
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
7
AUM
$7M
Pension/Profit Sharing Plan Clients
11
AUM
$211.3M
Government Entity Clients
1
AUM
$101.7M
Investment Advisor Clients
3
AUM
$199.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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