The Oak Group, Inc. is a large advisory firm based in Chicago. It manages $42.79 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Illinois.
The Oak Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Oak Group, Inc. is $42.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% 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 The Oak Group, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Lee Achenbach has been acting as President since 1 Jul 1992. Aurea Ferreira Maciel joined the executive team most recently as the Chief Compliance Officer.
The principal office where The Oak Group, Inc. performs its advisory services is located at 200 West Superior St., Chicago, IL 60610, 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 312-274-1350 or by fax 312-274-0621. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.oakgroupinc.com.