CRD: 42941
THE OAK Ridge Financial Services Group, Inc.
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Request a Free TrialFirm Details
- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-25-1997
- Office Locations
- 2
Office Locations
About THE OAK Ridge Financial Services Group, Inc.
Oak Ridge Financial is a Minnesota-based, mid-sized wealth management firm serving individuals, families, and business owners with private client services, financial planning, and investment planning, plus investment banking capabilities. Portfolios use a mix of ETFs, mutual funds, fixed income and insurance/annuity solutions. The firm pairs boutique flexibility with large-wirehouse research and product resources (RBC) and has served clients since 1977.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRANDON JAMES COWAN
Chief Compliance Officer, EVP, Principal
- CRD
- #5404862
- Ownership
- Less than 5%
JOHN RICHARD EKMAN
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #1632217
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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William M Adamson
Consultant
- CRD
- #6631991
LORI ANN BALE
Relationship Manager
- CRD
- #4912839
Showing 2 of 53 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,203,964 | $397,588 |
| Non-Discretionary | $537,377,135 | $459,297 |
| Total | $668,581,099 | $445,721 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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