Oak Ridge Investments, LLC

Oak Ridge Investments, LLC (CRD# 107066) is a financial advisory firm headquartered in Chicago, IL. They manage $4,375,170,100 in 5,149 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
http://www.oakridgeinvest.com
By the Numbers
  • Total Assets Under Management
    4,375
    MILLION
  • Total Number of Accounts
    5,149
    ACCOUNTS
  • Average Account Value
    $849,713
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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.

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 - 10 of 13 top financial advisors.
1
James Barclay, financial advisor Chicago IL
James J. Barclay
CRD#: 2600457
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

James Barclay (CRD# 2600457) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

2
Philip Callahan, financial advisor Chicago IL
Philip J. Callahan
CRD#: 2224021
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

Philip Callahan (CRD# 2224021) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 25 years of experience in the finance industry.

3
Todd Campo, financial advisor New York NY
Todd A. Campo
CRD#: 2603532
600 3rd Ave., New York, NY 10016
93
Wealthminder
score

Todd Campo (CRD# 2603532) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in New York, NY and has over 21 years of experience in the finance industry.

4
Matthew Creeden, financial advisor Chicago IL
Matthew F. Creeden
CRD#: 5564909
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

Matthew Creeden (CRD# 5564909) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

5
Michael Harrington, financial advisor Chicago IL
Michael E. Harrington
CRD#: 1314665
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

Michael Harrington (CRD# 1314665) 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.

6
Frederic Hutchinson, financial advisor Chicago IL
Frederic J. Hutchinson
CRD#: 4940023
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

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.

7
Malcolm Lunn, financial advisor Chicago IL
Malcolm J. Lunn
CRD#: 2992497
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

Malcolm Lunn (CRD# 2992497) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

8
Mary McManus, financial advisor Chicago IL
Mary B. McManus
CRD#: 1461611
10 S Lasalle, Chicago, IL 60603
93
Wealthminder
score

Mary McManus (CRD# 1461611) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 31 years of experience in the finance industry.

9
Robert McVicker, financial advisor Chicago IL
Robert G. McVicker
CRD#: 2026000
10 S Lasalle St, Suite 1250, Chicago, IL 60603
93
Wealthminder
score

Robert McVicker (CRD# 2026000) 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.

10
Brent Troy, financial advisor Chicago IL
Brent M. Troy
CRD#: 5538931
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
90
Wealthminder
score

Brent Troy (CRD# 5538931) 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.

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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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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