$17.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
128 ADV. Clients
38 yrs Firm Age
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- Custodian
- Assetmark · Pershing · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-05-1988
- Office Locations
- 1
Office Locations
15720 Brixham Hill AVE Suite 300 Charlotte NC
About OAK Brook Advisors, LLC
Oak Brook Advisors, Ltd. is an Illinois-based RIA affiliated with Oak Brook Financial Group, focused on retirement-oriented planning and wealth management. The firm advises on 401(k)/IRA rollovers, retirement income maximization, estate planning, and insurance and fee-based investment strategies, including annuities. Co-principal W. Russell Grzywinski (advisor since 1982) is a Bank On Yourself™ Professional.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$132.8K AVG AUM / CLIENT
28.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Meridian value Glacier signal
Client Personas
Catalyst fusion Matrix
Custodian
Unison Momentum focus Beacon
Investment Themes
Radial Prime
Investment Vehicles
Prime
Services
Pathway Alpha Atlas Crest North North
Owner & Executives
W
WALTER RUSSELL GRZYWINSKI
Chief Compliance Officer, President
- CRD
- #1082642
- Ownership
- 75% or more
(913) 399-4822
prime.delta@vitalcapital.com
in linkedin.com/in/oak-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,000,000 | -- |
| Total | $17,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,000,000
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,263,977,018 | 100.0% |
| Total | $1,263,977,018 | 100.0% |