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
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- 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
28.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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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
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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 | -- |
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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% |