Oak Mountain Advisors

Oak Mountain Advisors (CRD# 168087) is a financial advisory firm headquartered in Chicago, IL. They manage $43,099,493 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
737 N Michigan, Suite 1040, Chicago, IL 60611
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $1,959,068
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Oak Mountain Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Robert Bice, financial advisor Chicago IL
Robert C. Bice
CRD#: 2780252
737 N. Michigan Avenue, Suite 1570, Chicago, IL 60611

Robert Bice (CRD# 2780252) is an Investment Advisor Representative working at Oak Mountain Advisors in Chicago, IL and has 1 year of experience in the finance industry.

2
Christopher Hurst, financial advisor Chicago IL
Christopher M. Hurst
CRD#: 4452022
737 N Michigan Avenue, Suite 1570, Chicago, IL 60611

Christopher Hurst (CRD# 4452022) is an Investment Advisor Representative working at Oak Mountain Advisors in Chicago, IL and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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