OAKRIDGE MANAGEMENT GROUP LLC

DARIEN, Connecticut·5 registered advisors·CRD# 306284
SEC# 801-1179070203-257-3289
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at OAKRIDGE MANAGEMENT GROUP LLC

5 registered advisors
Michael James Smith
DARIEN, Connecticut
Ryan T Donovan
DARIEN, Connecticut
Scott Young Phillips
DARIEN, Connecticut
Timothy Robert Powers
DARIEN, Connecticut
Varun Solan
DARIEN, Connecticut
05

Office Locations

DARIEN, Connecticut
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. OAKRIDGE MANAGEMENT GROUP LLC (CRD# 306284) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.