Overview
Assets Under Management: $456 million
Headquarters: GOLDEN VALLEY, MN
High-Net-Worth Clients: 96
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,501
Discretionary Accounts: 239
Non-Discretionary Accounts: 1,262
Regulatory Filings
CRD Number: 42941
Filing ID: 1957463
Last Filing Date: 2025-03-13 13:01:00
Website: https://oakridgefinancial.com