RIA Intel›Advisers›Minnesota›THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Advisory

N·GOLDEN VALLEY, MN

Data as of Dec 17, 2024 · Source: SEC Form ADV

Total AUM

$669M

1-Year AUM Growth

+10.4%

3-Year CAGR

+2.8%

Employees

32

Assets Under Management

Total AUM$669M

Discretionary AUM$131M

Non-Discretionary AUM$537M

Discretionary %19.6%

Total Clients1,005

Team

Total Employees32

Investment Advisers57

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record39

First FilingDec 23, 2014

Latest FilingDec 17, 2024

🔒 Full AUM trend chart and 39 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.