Company Overview
- Headquarters
- 150 North Wacker Drive Suite 1760, Chicago IL
- Website
- ofallc.com
- Phone
- (312) 373-7221
- Employees
- 5
- Founded in
- 2006
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52393 CompaniesNAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$2B
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.
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