|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The Oak Ridge Financial Services Group Inc
✚
|
|
|---|---|
| CRD # | 42941 |
| SEC # | 801-80809 |
| CIK # | 0001398006 |
| AUM | $456.4 M (2025-03-13) |
| Employees | 60 (50% Investors, 50% Brokers) |
| Phone | 763-923-2270 |
| Address | 701 Xenia Avenue South Golden Valley, MN 55416-1089 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,405 | 251.3 |
| (b) Individuals (high net worth individuals) | 96 | 205.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,501 | 456.4 |
| By Discretionary | ||
| Discretionary | 239 | 65.4 |
| Non-Discretionary | 1,262 | 391.0 |
| Total | 1,501 | 456.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.4 | |
| Total | 1,501 | 456.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001398006] | |
| 10-Q | [0001398006] | |
| 4 | [0001398006] | |
| 8-K | [0001398006] | |
| D | [0001398006] | |
| SC 13G | [0001398006] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Fourthstone LLC | Oak Ridge Financial Services Inc | [2025-08-14] |
| Banc Funds Co LLC | Oak Ridge Financial Services Inc | [2016-02-08] |
| Banc Funds Co LLC | Oak Ridge Financial Services Inc | [2015-02-17] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Perkins Manuel L. | |
| Oak Ridge Financial Services, Inc. | |
| Anderson Lynda | |
| Tennant Stanley | |
| Kanoy Billy R | |
| Neal Stephen S | |
| Olmsted John S | |
| Boike Douglas G | |
| Hall James W |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FCG Investment Company
✚
|
TN | 0.5 |
|
Warren Street Wealth Advisors LLC
✚
|
CA | 0.5 |
|
Peirce Capital Management LLC
✚
|
TX | 0.5 |
|
Strongbox Wealth LLC
✚
|
MO | 0.5 |
|
IP Financial Advisory Services LLC
✚
|
NC | 0.5 |
|
Dover Partners Inc
✚
|
OH | 0.5 |
|
Lifeguide Financial Advisors LLC
✚
|
PA | 0.5 |
|
Parkshore Wealth Management
✚
|
CA | 0.5 |
|
GW Sherwold Associates Inc
✚
|
CA | 0.5 |
|
Redstone Advisors Inc
✚
|
KS | 0.5 |