Chicago Oakbrook Financial Group
Firm details
- Headquarters
- Oak Brook, Illinois
- CRD number
- 333344
- Registered since
- November 6, 2024
- Website
- www.cofgroup.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.25%
- Individuals39.63%
- Pension & Profit Sharing Plans7.41%
- Corporations / Businesses0.57%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Chicago Oakbrook Financial Group is an independent registered investment adviser organized as an LLC that began SEC registration in 2024. The firm serves both individuals/families and institutional clients and functions as a capital allocator and insurance broker. Its advisory work spans financial planning, portfolio management for individuals and small businesses, pension consulting-related activities, and selecting third-party advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities16%
- Private Funds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 207Active vs passive
$466M in ETFs
53%
$248M
44%
$218M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) | DWS | Passive | Foreign Large Blend | $30.9M | 565,697 | 6.64% |
Location
Oak Brook, IL
Du Page
Location
Oak Brook, IL
Headquartered in Oak Brook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 903 Commerce Dr
- Time zone
- CT (UTC-6)
- Office locations
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