Assets Under Management
$456.4M
Number of Clients
1,501
Number of Advisors
31
Average Client AUM
$304K
AUM per Advisor
$14.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Oak Ridge is a full-service financial services firm offering investment planning services. They work with clients to understand their financial objectives and recommend managing their account or hiring a third-party manager. They also offer financial planning for a fee, preparing written comprehensive or segmented plans.
701 Xenia Avenue South, Suite 100, Golden Valley, MN, 55416-1089