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OAK FAMILY ADVISORS, LLC
OAK FAMILY ADVISORS, LLC
CHICAGO, Illinois
·
6 registered advisors
·
CRD# 141332
SEC# 801-108109
0
312-373-7221
01
Firm Overview
AUM
$496M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at OAK FAMILY ADVISORS, LLC
6 registered advisors
Charles Melcher Sloan
CHICAGO, Illinois
CRD# 4295501
Frances Elizabeth Tuite
CHICAGO, Illinois
CRD# 1887822
John Henry Fitzpatrick
CHICAGO, Illinois
CRD# 866553
Kathleen Ann Helminski
CHICAGO, Illinois
CRD# 6267305
Terrence Scott Wilson
CHICAGO, Illinois
CRD# 4883545
William Elliot Driscoll
CHICAGO, Illinois
CRD# 2834578
05
Office Locations
CHICAGO, Illinois
6 advisors
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Data sourced from SEC Form ADV filings. OAK FAMILY ADVISORS, LLC (CRD# 141332) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.