Oak Ridge Investments, LLC

Oak Ridge Investments, LLC (CRD# 107066) is a financial advisory firm headquartered in Chicago, IL. They manage $899,852,844 in 1,667 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    900
    MILLION
  • Total Number of Accounts
    1,667
    ACCOUNTS
  • Average Account Value
    $539,804
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Oak Ridge Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David M. Klaskin
CRD#: 1061575
10 S Lasalle, Suite 1900, Chicago, IL 60603

David Klaskin (CRD# 1061575) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 41 years of experience in the finance industry.

2
Robert G. McVicker
CRD#: 2026000
10 S Lasalle St, Suite 1250, Chicago, IL 60603

Robert McVicker (CRD# 2026000) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 33 years of experience in the finance industry.

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