Oak Family Advisors, LLC
Oak Family Advisors, LLC (CRD# 141332) is a financial advisory firm headquartered in Chicago, IL. They manage $495,800,000 in 793 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management496MILLION
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Total Number of Accounts793ACCOUNTS
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Average Account Value$625,221
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, IL, MI, NC, NE, TX
William Driscoll (CRD# 2834578) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 26 years of experience in the finance industry.
John Fitzpatrick (CRD# 866553) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 12 years of experience in the finance industry.
Kathleen Helminski (CRD# 6267305) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 10 years of experience in the finance industry.
Charles Sloan (CRD# 4295501) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 23 years of experience in the finance industry.
Frances Tuite (CRD# 1887822) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 32 years of experience in the finance industry.
Terrence Wilson (CRD# 4883545) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 19 years of experience in the finance industry.