Overview
Assets Under Management: $496 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 119
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.58
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 793
Discretionary Accounts: 681
Non-Discretionary Accounts: 112
Regulatory Filings
CRD Number: 141332
Last Filing Date: 2024-03-20 00:00:00
Website: https://ofallc.com