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Building 2OAK MOUNTAIN ADVISORS

Map pinCHICAGO, IL
Phone312-951-7990
NotebookSEC #801-78695
Total AUM
$23.3M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
737 N MICHIGAN
SUITE 1570
CHICAGO
IL 60611
United States
Operating Hours
7:00-5:00
Monday - Friday
Phone
312-951-7990

ReceiptFinancials

Total AUM
$23.3M
Accounts
5
Discretionary
$23.3M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT RESEARCH
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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