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Oak Ridge Financial

EST. AUM
$668,581,099

CONTACTS
2

CLIENT ACCOUNTS
1,500

Firm Details

Metro area Minneapolis
CRD Number 42941
Website oakridgefinancial.com
Client types

Overview

Investment Allocator Firm Description: The Oak Ridge Financial Services Group, Inc. (operating as Oak Ridge Financial) is an independent, mid-sized financial services and investment advisory firm headquartered in Golden Valley, Minnesota, originally established in 1977. The firm provides personalized wealth management, financial planning, portfolio management, and investment banking services to individual, business, and institutional clients, positioning its advisors to develop customized plans informed by a deep understanding of client goals and long-term objectives. Oak Ridge emphasizes a client-centric advisory model that combines the flexibility and tailored service of a smaller firm with access to broad research and product resources through affiliations with major financial networks.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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