Oak Family Advisors LLC

EST. AUM
$621,000,000

CONTACTS
4

CLIENT ACCOUNTS
853

Firm Details

Metro area Chicago
CRD Number 141332
Website ofallc.com
Client types

Overview

Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm focused on serving the needs of wealthy families. OFA was founded upon the belief that truly unconstrained investing, that which is free of institutional and corporate conflicts, can only be achieved through the independent advisor model. OFA strives to provide truly objective, unfettered advice that is always given with the client’s best interest in mind.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Oak Family Advisors LLC

Platform Details

Investment Preferences

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