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The Oak Ridge Financial Services Group Inc
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CRD # | 42941 |
SEC # | 801-80809 |
CIK # | 0001398006 |
AUM | $338.0 MM (2023-03-02) |
Employees | 61 (51% Investors, 93% Brokers) |
Phone | 763-923-2270 |
Address | 701 Xenia Avenue South Golden Valley, MN 55416-1089 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 904 | 253.5 |
(b) Individuals (high net worth individuals) | 301 | 84.5 |
(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 | 1,205 | 338.0 |
By Discretionary | ||
Discretionary | 390 | 83.6 |
Non-Discretionary | 815 | 254.4 |
Total | 1,205 | 338.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 338.0 | |
Total | 1,205 | 338.0 |
EDGAR Form | CIK | 2011 - 2023 |
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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 |
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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 - 2023 |
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Oak Ridge Financial Services, Inc. | |
Perkins Manuel L. | |
Anderson Lynda | |
Tennant Stanley | |
Kanoy Billy R | |
Neal Stephen S | |
Olmsted John S | |
Boike Douglas G | |
Hall James W |
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Priebe Wealth Holdings LLC
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|
MN | 0.3 |
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LA | 0.3 |
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RMG Wealth Management LLC
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V-Square Quantitative Management LLC
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IL | 0.3 |
Wealthvalues LLC
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CA | 0.3 |
COWA LLC
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OK | 0.3 |
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OH | 0.3 |
Symmetry Capital Advisors LLC
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TX | 0.3 |
Nova R Wealth Inc
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KS | 0.3 |