Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm focused on serving the needs of wealthy families. OFA was founded upon the belief that truly unconstrained investing, that which is free of institutional and corporate conflicts, can only be achieved through the independent advisor model. OFA strives to provide truly objective, unfettered advice that is always given with the client’s best interest in mind. The investment philosophy of the firm centers around the strategic asset allocation process, that is, building diversified and efficient long term portfolios that map to client specific factors such as income requirements, downside risk tolerance and time horizon. Portfolios are implemented using an approach that is both passive as well as active.
View Top Employees from Oak Family Advisors, LLC| Website | http://www.ofallc.com/ |
| Revenue | $2 million |
| Employees | 5 (3 on RocketReach) |
| Founded | 2006 |
| Address | 150 North Wacker Drive Suite 1760, Chicago, Illinois 60606, US |
| Phone | (312) 373-7221 |
| Technologies |
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| Industry | Financial Services, Finance General, Investment Policy Statements, Finance, Strategic Asset Allocation, Investment Advising, Wealth Transfer planning and strategy, Income tax planning and compliance, Coordination of third party advisors, Philanthropic strategy, Cash flow, budgeting and financial planning |
| Web Rank | 17 Million |
| Keywords | Oak Family Office |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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Oak Family Advisors, LLC Questions
The Oak Family Advisors, LLC annual revenue was $2 million in 2024.
Charlie Sloan is the President, Oak Family Advisors, LLC of Oak Family Advisors, LLC.
3 people are employed at Oak Family Advisors, LLC.
Oak Family Advisors, LLC is based in Chicago, Illinois.
The NAICS codes for Oak Family Advisors, LLC are [523, 52393, 52, 5239].
The SIC codes for Oak Family Advisors, LLC are [62, 628].
Top Oak Family Advisors, LLC Employees
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