Oakbrook Financial Group, LLC is a large advisory firm based in Oak Brook. It manages $96.38 million of regulatory assets for 491 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arkansas, California, Illinois, and 5 other states.
Oakbrook Financial Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oakbrook Financial Group, LLC is $96.38 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oakbrook Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joel George Herter has been acting as President since 1 Sep 1997. Darrell Mason Pepple joined the executive team most recently as the Vice President.
The principal office where Oakbrook Financial Group, LLC performs its advisory services is located at 2100 Clearwater Drive, Oak Brook, IL 60523 1927, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 630-545-4747 or by fax 630-574-0668. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.oakbrookfinancialgroup.com.