linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

OAK Brook Advisors Ltd.

Headquartered in SO. BARRINGTON, IL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

OAK Brook Advisors Ltd. is an investment advisor with 1 licensed agent, 2 investment advisor representatives, and 2 investment advisory functions. The firm manages approximately $18,394,223 in regulatory assets under management, primarily for individuals, pension and profit-sharing plans, and corporations or other businesses. They offer financial planning, selection of other advisors, and portfolio management services for individuals.

OAK Brook Advisors Ltd.

$18.39M

Assets Under Management

31

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

OAK BROOK ADVISORS LTD. has a total of 3 branch locations across the country.
location

Charlotte, NC

location

Sarasota, FL

location

SO. BARRINGTON, IL

Advisors at OAK Brook Advisors Ltd.

View All 2 Advisors
Unclaimed
Walter Russell Grzywinski

RA

Sarasota, FL

View Profile
Unclaimed
Thomas David Coy

RA

SO. BARRINGTON, IL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if OAK Brook Advisors Ltd. is right for you?

Disclosures

There are no public disclosures for OAK Brook Advisors Ltd..

Frequently Asked Questions (6)

Not sure if OAK Brook Advisors Ltd. is right for you?