Oak Ridge Investments, LLC
Oak Ridge Investments, LLC (CRD# 107066) is a financial advisory firm headquartered in Chicago, IL. They manage $3,263,845,200 in 4,199 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management3,264MILLION
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Total Number of Accounts4,199ACCOUNTS
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Average Account Value$777,291
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

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
James Barclay (CRD# 2600457) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
Philip Callahan (CRD# 2224021) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 26 years of experience in the finance industry.
Todd Campo (CRD# 2603532) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in New York, NY and has over 22 years of experience in the finance industry.
Matthew Creeden (CRD# 5564909) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Kierstin Green (CRD# 6074293) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 5 years of experience in the finance industry.
Michael Harrington (CRD# 1314665) 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.
Frederic Hutchinson (CRD# 4940023) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 12 years of experience in the finance industry.
Mary McManus (CRD# 1461611) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 32 years of experience in the finance industry.
Robert McVicker (CRD# 2026000) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 27 years of experience in the finance industry.
Brent Troy (CRD# 5538931) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 6 years of experience in the finance industry.