Overview
Assets Under Management: $302 million
Headquarters: LAKE BLUFF, IL
High-Net-Worth Clients: 149
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 704
Discretionary Accounts: 677
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 171672
Last Filing Date: 2025-01-21 00:00:00
Website: https://oysterllc.com