O
CRD: 113778
OAK Brook Asset Management, Corporation
Scottsdale, AZ
4805131762
$56.0M Total AUM
$35.6M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-14-1994
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About OAK Brook Asset Management, Corporation
OAK Brook Asset Management, Corporation is a Scottsdale-based RIA. The firm has been operating for 32 years. Managing $56.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$56.0M AVG AUM / ADVISOR
$800.4K AVG AUM / CLIENT
28.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
Upgrade to reveal position-level detail across harbor harbor.
See the complete signal summary connected to delta optima.
Upgrade to reveal position-level detail across summit vital.
Full visibility includes strategy notes for glacier crest.
Request access to benchmark trends tied to bridge foundation.
Unlock to compare peer behavior around insight ember.
Full visibility includes strategy notes for delta bridge.
Full visibility includes strategy notes for element frontier.
Asset Classes
Frontier value
Investment Themes
Optima element
Investment Vehicles
Oak wave
Services
Radial Pathway momentum Capital Summit Unison
Owner & Executives
ALEXANDER JUDE CUDZEWICZ
Chief Compliance Officer, President, Secretary, TREASURER
- CRD
- #2423048
- Ownership
- 75% or more
(677) 506-6814
foundation.foundation@legacycapital.com
in linkedin.com/in/prime-north
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,625,196 | -- |
| Non-Discretionary | $20,406,212 | -- |
| Total | $56,031,408 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $56,031,408
Equity - Exchange:
20.6% Cash:
79.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $641,209,360 | 20.6% |
| Cash | $2,471,457,436 | 79.4% |
| Total | $3,112,666,796 | 100.0% |