Oak Family Advisors, LLC

CRD 141332 · Chicago, IL · $621.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 141332
SEC number: 801-108109
Firm type: RIA
Assets under management: $621.0M as of Jun 11, 2026
Website: www.ofallc.com ↗
Phone: 312-373-7221
Address: 150 North Wacker Drive, Chicago, IL, 60606-1607

Advisors at this firm

5 in our index · page 1 of 1

William Elliot DriscollCRD 2834578 · Chicago, IL

IA Registered
John Henry FitzpatrickCRD 866553 · Chicago, IL

IA Registered
Kathleen Ann HelminskiCRD 6267305 · Chicago, IL

IA Registered
Charles Melcher SloanCRD 4295501 · Chicago, IL

IA Registered
Terrence Scott WilsonCRD 4883545 · Chicago, IL

IA Registered

Source & corrections

Where this page comes from

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