Oak Family Advisors

Financial Services
Chicago IL
5 employees
Financial Services

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Company Overview

Website: ofallc.com

Phone: (312) 373-7221

Employees: 5

Founded in: 2006

Industry: Financial Services

NAICS Codes: 52 - Finance and Insurance

523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities

5239 - Other Financial Investment Activities

SIC Codes: 62 - Security and Commodity Brokers, Dealers, Exchanges, and Services

628 - Services Allied With The Exchange of Securities Or Commodities

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Financials & Stats

Revenue

$2B

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Who is Oak Family Advisors

Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm based in Chicago, Illinois. The company is a limited liability company with 5 employees and generates approximately $2 million in annual revenue. OFA specializes in serving the needs of wealthy families by providing investment advisory services. Their focus is on creating diversified and efficient long-term portfolios tailored to individual client needs, taking into account factors like income requirements, risk tolerance, and investment time horizon. The firm distinguishes itself through its commitment to independent, objective advice, free from conflicts of interest often found in institutional or corporate settings. OFA believes that truly unconstrained investing can only be achieved through this independent model, ensuring clients receive advice that prioritizes their best interests. For more information about Oak Family Advisors, LLC, visit their website at ofallc.com.

Company Leadership

Bill Driscoll

Director of Research

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Oak Family Advisors Industry Tags

Investment Policy Statements

Strategic Asset Allocation

Investment Advising

Wealth Transfer planning and strategy

Income tax planning and compliance

Coordination of third party advisors

Philanthropic strategy

Cash flow

budgeting and financial planning

Financial Services

Financial Advisory Services

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Oak Family Advisors Tech Stack

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Companies Similar to Oak Family Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to Oak Family Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name	Revenue	Number of Employees	Location	Founded in
Helix Advisors LLC	2M	2	Austin, TX
Riverfront Financial Services	2M	3	Pittsburgh, PA	2002
Alamo Business Services	2M	6	San Antonio, TX
Bluestar Mortgage	2M	11	Schaumburg, IL	2004
Corporate Election Services	2M	5	Pittsburgh, PA	1987

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FAQ

What is the location of Oak Family Advisors's headquarters?

The headquarters of Oak Family Advisors are situated at 150 North Wacker Drive Suite 1760, Chicago IL

What is Oak Family Advisors's phone number?

Oak Family Advisors's contact number is (312) 373-7221.

What is Oak Family Advisors's official website?

The official website of Oak Family Advisors can be found at ofallc.com.

What is Oak Family Advisors's current revenue?

As of August 2015, Oak Family Advisors's annual revenue reached $2B.

How many employees does Oak Family Advisors currently have?

Oak Family Advisors employs approximately 5+ people as of August 2015

Which industries is Oak Family Advisors primarily operating in?

Oak Family Advisors operates in the following industries: Finance, Credit

Who is the Director of Research of Oak Family Advisors?

Oak Family Advisors's Director of Research is Bill Driscoll

What are Oak Family Advisors's industry tags?

Oak Family Advisors's industry tags include: Investment Policy Statements, Strategic Asset Allocation, Investment Advising

When was Oak Family Advisors founded?

Oak Family Advisors was founded in 2006.

Employee Directory

Key Employees

Charlie Sloan

President, Oak Family Advisors, LLC