Oak Mountain Advisors

Oak Mountain Advisors (CRD# 168087) is a financial advisory firm headquartered in Chicago, IL. They manage $30,384,336 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $5,064,056
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
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 Mountain Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Robert C. Bice
CRD#: 2780252
737 N. Michigan Avenue, Suite 1570, Chicago, IL 60611
90
Wealthminder
score

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 M. Hurst
CRD#: 4452022
737 N Michigan Avenue, Suite 1570, Chicago, IL 60611
71
Wealthminder
score

Christopher Hurst (CRD# 4452022) is an Investment Advisor Representative working at Oak Mountain Advisors in Chicago, IL and has over 13 years of experience in the finance industry.

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