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Building 2OAK ASSET MANAGEMENT, LLC

Map pinOAK BROOK, IL
Phone630-928-5200
NotebookSEC #801-71486
Total AUM
$209M
Employees
1
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
903 COMMERCE DRIVE
SUITE #333
OAK BROOK
IL 60523
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
630-928-5200

ReceiptFinancials

Total AUM
$209M
Accounts
136
Discretionary
$206.4M
Accounts
135
Non-Discretionary
$2.6M
Accounts
1

ContactClients

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Individual Clients
30
AUM
$28.2M
HNW Individual Clients
57
AUM
$88.7M
Pension/Profit Sharing Plan Clients
49
AUM
$92.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILWI

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

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