Oak Family Advisors Revenue and Competitors

Chicago, IL USA

Location

N/A

Total Funding

Finance

Industry

Employee Data

  • Oak Family Advisors has 4 Employees.(i)
  • Oak Family Advisors grew their employee count by -20% last year.

Oak Family Advisors's People

NameTitleEmail/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.2M432%N/AN/A
#2
$11.3M60-2%N/AN/A
#3
$6.4M383%N/AN/A
#4
$3.5M24N/AN/AN/A
#5
$110M4197%N/AN/A
#6
$10.2M548%N/AN/A
#7
$5.7M34-23%N/AN/A
#8
$0.4M40%N/AN/A
#9
$6.9M4128%N/AN/A
#10
$14M749%N/AN/A
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What Is Oak Family Advisors?

Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm focused on serving the needs of wealthy families. OFA was founded upon the belief that truly unconstrained investing, that which is free of institutional and corporate conflicts, can only be achieved through the independent advisor model. OFA strives to provide truly objective, unfettered advice that is always given with the client’s best interest in mind.\r\n\r\nThe investment philosophy of the firm centers around the strategic asset allocation process, that is, building diversified and efficient long term portfolios that map to client specific factors such as income requirements, downside risk tolerance and time horizon. Portfolios are implemented using an approach that is both passive as well as active.

keywords:N/A

N/A

Total Funding

4

Number of Employees

N/A

Revenue (est)

-20%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.1M40%$50.9M
#2
N/A4N/AN/A
#3
$0.3M4N/AN/A
#4
$0.3M4N/AN/A
#5
$0.3M4N/AN/A