Oak Circle Asset Management, LLC

Oak Circle Asset Management, LLC (CRD# 125193) is a financial advisory firm headquartered in , . They manage $6,400,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $492,308
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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

Financial Advisors at Oak Circle Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul C. Friedland
CRD#: 2582896
Wilmette, IL
93
Wealthminder
score

Paul Friedland (CRD# 2582896) is an Investment Advisor Representative working at Oak Circle Asset Management, LLC in Wilmette, IL and has over 21 years of experience in the finance industry.

2
Michael D. Harper
CRD#: 4647341
Wilmette, IL
93
Wealthminder
score

Michael Harper (CRD# 4647341) is an Investment Advisor Representative working at Oak Circle Asset Management, LLC in Wilmette, IL and has over 13 years of experience in the finance industry.

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