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Chicago Oakbrook Financial Group

Also known as chicago oakbrook financial

Wealth ManagerOak Brook, United StatesFounded 1997

Oak Brook

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About Chicago Oakbrook Financial Group

Chicago Oakbrook Financial Group is a wealth manager based in Oak Brook, US. Founded in 1997.

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Regulatory & Financial Data

Public regulatory records matched to Chicago Oakbrook Financial Group from SEC and IRS filings.

SEC Form ADV

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Reported AUM: $1.2B
Total Clients: 4,345
Filing Date: February 18, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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FAQ

Frequently asked questions

What type of investor is Chicago Oakbrook Financial Group?

Chicago Oakbrook Financial Group is a wealth manager based in Oak Brook, United States.

Where is Chicago Oakbrook Financial Group headquartered?

Chicago Oakbrook Financial Group is headquartered in Oak Brook, United States.

When was Chicago Oakbrook Financial Group founded?

Chicago Oakbrook Financial Group was founded in 1997.

How can I contact Chicago Oakbrook Financial Group?

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