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Building 2OAK WEALTH ADVISORS LLC

Map pinDEERFIELD, IL
Phone847-945-8888
NotebookSEC #801-69746
Total AUM
$65.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 LAKE COOK ROAD
SUITE 350
DEERFIELD
IL 60015
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
847-945-8888

ReceiptFinancials

Total AUM
$65.5M
Accounts
29
Discretionary
$65.5M
Accounts
29
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges 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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