1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Map pinGOLDEN VALLEY, MN
Phone763-923-2270
NotebookSEC #801-80809
Total AUM
$668.6M
Employees
57
Clients
1,005

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 XENIA AVENUE SOUTH
SUITE 100
GOLDEN VALLEY
MN 55416-1089
United States
Operating Hours
8:00AM TO 4:30 PM
Monday - Friday
Phone
763-923-2270
Other Offices
1

ReceiptFinancials

Total AUM
$668.6M
Accounts
1,500
Discretionary
$131.2M
Accounts
330
Non-Discretionary
$537.4M
Accounts
1,170

ContactClients

View more in analytics →

Individual Clients
836
AUM
$267.8M
HNW Individual Clients
158
AUM
$391.5M
Charitable Organization Clients
6
AUM
$6M
Corporation or Business Clients
5
AUM
$3.3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKARAZCACOCTDCDEFLGAHIIAIDILMAMIMNMONCNDNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account