OAK WEALTH ADVISORS LLC - Financial Advisor in Illinois, Northbrook

Tel: 847-945-8888 836 Skokie Blvd. Northbrook, Illinois 60062

About OAK WEALTH ADVISORS LLC

OAK WEALTH ADVISORS LLC is a Northbrook, Illinois based financial advisory firm with nearly $283,277,552 in assets under management and provides investment advisory services for 572 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

148832

Firm SEC#:

801-110588

Assets Under Management:

$283,277,552

No. of Clients:

572

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Fixed fees

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