| Name | Title | Ownership | Since |
|---|---|---|---|
| John Richard Ekman Control | Executive Vice President | Under 5% | 2024 |
| Julie Ann Macy Rumble Control | Vp, Operations Manager | Under 5% | 2020 |
| Oak Ridge Acquisition Corporation Control | Corporate Owner | Over 75% | 2015 |
The Oak Ridge Financial Services Group, Inc reports $456.4 million in regulatory assets under management on its Form ADV.
The Oak Ridge Financial Services Group, Inc reports 60 employees.
The Oak Ridge Financial Services Group, Inc is based in Golden Valley, MN and has been SEC-registered since 2015.
The Oak Ridge Financial Services Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 701 Xenia Avenue South, Suite 100, Golden Valley, MN 55416-1089 |
| Phone | 763-923-2270 |
| Fax | 763-923-2280 |
| Office hours | 8:00a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $65.4M |
| Non-discretionary | $391M |
| Total (RAUM) | $456.4M |