OAKRIDGE MANAGEMENT GROUP LLC - Financial Advisor in Connecticut, Darien

Tel: 203-257-3289 320 Post Road Suite 110 Darien, Connecticut 06820

About OAKRIDGE MANAGEMENT GROUP LLC

OAKRIDGE MANAGEMENT GROUP LLC is a Darien, Connecticut based financial advisory firm with nearly $1,085,752,280 in assets under management and provides investment advisory services for 111 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

306284

Firm SEC#:

801-117907

Assets Under Management:

$1,085,752,280

No. of Clients:

111

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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