OAK BROOK ADVISORS, LLC
Firm details
- Headquarters
- LAKEWOOD RANCH, Florida
- CRD number
- 118151
- Website
- www.oakbrookfinance.com
- Custodians
- ASSETMARK TRUST CO., PERSHING LLC, SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI70.59%
- Individuals29.41%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Oak Brook Advisors, LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on advising individuals and families. The firm positions itself more as an adviser and capital allocator than as a discretionary portfolio manager: filings show its advisory activities center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is through a mix of percentage-of-AUM fees and hourly charges. The firm is not identified as an active ESG investor and operates under an owner-type classified as individual. A notable feature of the firm’s footprint is its non-discretionary posture — the entire reported asset base is listed as non-discretionary — which implies Oak Brook Advisors typically provides recommendations, implements positions only with client approval, or delegates portfolio management to third parties rather than exercising direct trading authority.
Assets & Accounts
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
- Other100%
Contacts
1 of 1WALTER GRZYWINSKI
PresidentCRD 1082642
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKEWOOD RANCH, FL
MANATEE
Location
LAKEWOOD RANCH, FL
Headquartered in LAKEWOOD RANCH, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- MANATEE
- Address
- 8470 Enterprise Cir
- Time zone
- ET (UTC-5)
- Office locations
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