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).
Current Firm Details
By the Numbers
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Total Assets Under Management900MILLION
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Total Number of Accounts1,667ACCOUNTS
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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
Registered Investment Advisor
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
No Advisor Found.
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