Oak Family Advisors Revenue

Financial Services • Chicago, Illinois, United States • 1-10 Employees

Oak Family Advisors revenue & valuation

Annual revenue	$10,700,000
Revenue per employee	$2,668,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$34,200,000
Total funding	No funding

Key Contact at Oak Family Advisors

Bill Driscoll

Director of Research

Company overview

Headquarters	150 North Wacker Drive, Suite 1760, Chicago, Illinois 60606, US
Phone number	+13123737221
Website	ofallc.com
NAICS	52
SIC	628
Keywords	Cash Flow, Strategic Asset Allocation, Investment Advising, Philanthropic Strategy, Investment Policy Statements, Income Tax Planning And Compliance, Budgeting And Financial Planning, Coordination Of Third Party Advisors, Wealth Transfer Planning And Strategy
Founded	2006
Employees	1-10
Socials

Oak Family Advisors Email Formats

Oak Family Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@ofallc.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@ofallc.com	100%

About Oak Family Advisors

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Oak Family Advisors has never raised funding before.

Oak Family Advisors Tech Stack

Discover the technologies and tools that power Oak Family Advisors's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Joomla

CMS

reCAPTCHA

Security

UIKit

UI frameworks

Google Tag Manager

Tag managers

PHP

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

Vimeo

Video players

IONOS

Hosting

Google Analytics

Analytics

YouTube

Video players

Frequently asked questions

Oak Family Advisors is located in Chicago, Illinois, US.

You can reach Oak Family Advisors at +13123737221.

Oak Family Advisors generates an estimated annual revenue of $10,668,481. This revenue figure reflects the company's market position and business performance in its industry.

Oak Family Advisors has an estimated valuation of $34,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Oak Family Advisors was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

Oak Family Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Oak Family Advisors

Bill Driscoll

Director of Research

4.8

40,000 users