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Building 2THE OAK GROUP, INC.

Map pinCHICAGO, IL
Phone312-274-1350
NotebookSEC #801-65006
Total AUM
$42.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 WEST SUPERIOR ST.
SUITE 300
CHICAGO
IL 60610
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
312-274-1350

ReceiptFinancials

Total AUM
$42.8M
Accounts
5
Discretionary
$42.8M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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