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Building 2OAK FAMILY ADVISORS, LLC

Map pinCHICAGO, IL
Phone312-373-7221
NotebookSEC #801-67049
Total AUM
$62.5M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
181 W MADISON ST
SUITE 3360
CHICAGO
IL 60602
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
312-373-7221

ReceiptFinancials

Total AUM
$62.5M
Accounts
108
Discretionary
$60M
Accounts
106
Non-Discretionary
$2.5M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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