THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
SEC Form ADV profile.
Total regulatory AUM
$668,581,099
Discretionary
$131,203,964
Non-discretionary
$537,377,135
Firm details
- CRD number
- 42941
- SEC file number
- 801-80809
- Main office
- GOLDEN VALLEY, MN, United States
- Employees
- 57
- SEC status
- Approved
- Website
- HTTP://WWW.OAKRIDGEFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.