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Oak Brook Strategic Investment Advisors LLC (Elmhurst)


Oak Brook Strategic Investment Advisors LLC is an adviser based in Elmhurst. It manages $20 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Illinois.

Oak Brook Strategic Investment Advisors provides portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oak Brook Strategic Investment Advisors: assets under management

The assets under management (AUM) of Oak Brook Strategic Investment Advisors LLC is $20 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $769.23 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Oak Brook Strategic Investment Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Elmhurst

The principal office where Oak Brook Strategic Investment Advisors LLC performs its advisory services is located at 177 West Jackson Street, Elmhurst, IL 60126, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-592-8722 or by fax 630-936-4614. The normal business hours are 8am-5pm on Monday - Friday.


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