Oak Brook Advisors Ltd

Oak Brook Advisors Ltd (CRD# 118151) is a financial advisory firm headquartered in , . They manage $23,707,763 in 67 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $353,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, NC

Financial Advisors at Oak Brook Advisors Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Thomas D. Coy
CRD#: 55987
5706 Lake Point Tower, 505 N. Lake Shore Dr., Chicago, IL 60611
93
Wealthminder
score

Thomas Coy (CRD# 55987) is an Investment Advisor Representative working at Oak Brook Advisors Ltd in Chicago, IL and has over 25 years of experience in the finance industry.

2
Walter R. Grzywinski
CRD#: 1082642
Suite 206, 417 East Boulevard, Charlotte, NC 28203
93
Wealthminder
score

Walter Grzywinski (CRD# 1082642) is an Investment Advisor Representative working at Oak Brook Advisors Ltd in Charlotte, NC and has over 33 years of experience in the finance industry.

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