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Shirley Fisher

OAKBROOK INVESTMENTS LLC·LISLE, Illinois
Unclaimed Profile
2300 CABOT DRIVE, LISLE, IL 60532-4616CRD# 5607737Firm CRD# 108003
01

About

Shirley Fisher is a registered financial advisor based in LISLE, Illinois, affiliated with OAKBROOK INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
OAKBROOK INVESTMENTS LLC
OAKBROOK INVESTMENTS
AUM
$520M
Regulatory assets under management
Employees
12
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5607737
Firm CRD# 108003
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shirley Fisher offer?
Shirley Fisher specializes in Investment Management, Wealth Management. Contact their office in LISLE, Illinois for a consultation.
What are Shirley Fisher's credentials?
Shirley Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shirley Fisher located?
Shirley Fisher is based in LISLE, Illinois, working with OAKBROOK INVESTMENTS LLC. Their office serves clients in the LISLE metropolitan area and surrounding communities.
How does Shirley Fisher charge for services?
Shirley Fisher's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKBROOK INVESTMENTS LLC?
OAKBROOK INVESTMENTS LLC has approximately 12 employees and manages $520M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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