AdvisorOS Directory
Claim Profile
CS

Charles Melcher Sloan

OAK FAMILY ADVISORS, LLC·CHICAGO, Illinois
Unclaimed Profile
150 NORTH WACKER DRIVE, CHICAGO, IL 60606-1607CRD# 4295501Firm CRD# 141332
01

About

Charles Melcher Sloan is a registered financial advisor based in CHICAGO, Illinois, affiliated with OAK FAMILY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OAK FAMILY ADVISORS, LLC
OAK FAMILY ADVISORS, LLC
AUM
$496M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at OAK FAMILY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4295501
Firm CRD# 141332
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Charles Melcher Sloan offer?
Charles Melcher Sloan specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Charles Melcher Sloan's credentials?
Charles Melcher Sloan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Melcher Sloan located?
Charles Melcher Sloan is based in CHICAGO, Illinois, working with OAK FAMILY ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Charles Melcher Sloan charge for services?
Charles Melcher Sloan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK FAMILY ADVISORS, LLC?
OAK FAMILY ADVISORS, LLC has approximately 7 employees and manages $496M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at OAK FAMILY ADVISORS, LLC

John Henry Fitzpatrick
CHICAGO, IL
William Elliot Driscoll
CHICAGO, IL
Frances Elizabeth Tuite
CHICAGO, IL
Kathleen Ann Helminski
CHICAGO, IL
Terrence Scott Wilson
CHICAGO, IL

More Advisors in CHICAGO, Illinois

Liza Anne Boyd
MODERNE CAPITAL, LP·CHICAGO, IL
John William Wimbiscus
TRINITY FINANCIAL ADVISORS LLC·CHICAGO, IL
Warren John Zaccaro
ASSET ALLOCATION & MANAGEMENT COMPANY, LLC·CHICAGO, IL
Caleb Fryer Fishkin
FORTY4 ASSET MANAGEMENT LLC·CHICAGO, IL
Frank James Haggerty
DUFF & PHELPS INVESTMENT MANAGEMENT CO.·CHICAGO, IL
Joyce Barbara Riegel
DUFF & PHELPS INVESTMENT MANAGEMENT CO.·CHICAGO, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)SPRINGFIELD (68)WHEATON (68)OAKBROOK TERRACE (66)DEERFIELD (60)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile