visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Oak Family Advisors, Llc

    Get Full Access

    Description

    • Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm focused on serving the needs of wealthy families. OFA was founded upon the belief that truly unconstrained investing, that which is free of institutional and corporate conflicts, can only be achieved through the independent advisor model. OFA strives to provide truly objective, unfettered advice that is always given with the clients best interest in mind.The investment philosophy of the firm centers around the strategic asset allocation process, that is, building diversified and efficient long term portfolios that map to client specific factors such as income requirements, downside risk tolerance and time horizon. Portfolios are implemented using an approach that is both passive as well as active.
    • location

      Headquarters:70 West Madison Suite 5720, Chicago, Illinois, United States

      More
    • Oak Family Advisors, Llc phone

      Phone Number: +1 312-373-7221

    • Oak Family Advisors, Llc website

      Website: https://www.ofallc.com

    • Oak Family Advisors, Llc employees

      Employees:4

    • Oak Family Advisors, Llc revenue

      Revenue:$0 - 1M

    • Oak Family Advisors, Llc legal name

      Legal Name:Oak Family Advisors, Llc

    • Oak Family Advisors, Llc's Social Media

      Oak Family Advisors, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 541611  |

      Show More
    Person level website identification

    Chief Investment Officer for Oak Family Advisors, Llc

    Fran Tuite

    Chief Investment Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Fran Tuite

    Chief Investment Officer

    Bill Driscoll

    Director Of Research

    Kathleen Helminski

    Manager, Client Service And Operations

    Frequently Asked Questions regarding Oak Family Advisors, Llc

    • Where are Oak Family Advisors, Llc's Headquarters?

      Oak Family Advisors, Llc's Headquarters are in 70 West Madison Suite 5720,Chicago,Illinois,United States

    • What is Oak Family Advisors, Llc's phone number?

      Oak Family Advisors, Llc's phone number is +1 312-373-7221

    • What is Oak Family Advisors, Llc's official website?

      Oak Family Advisors, Llc's official website is https://www.ofallc.com

    • What is Oak Family Advisors, Llc's Revenue?

      Oak Family Advisors, Llc's revenue is $0 - 1M

    • What is Oak Family Advisors, Llc's NAICS code?

      Oak Family Advisors, Llc's NAICS code is 541611

    • How many employees are working in Oak Family Advisors, Llc

      Oak Family Advisors, Llc has 4 employees

    • What is Oak Family Advisors, Llc's Industry?

      Oak Family Advisors, Llc is in the industry of Financial Services

    • Who is Oak Family Advisors, Llc's Chief Investment Officer?

      Oak Family Advisors, Llc's Chief Investment Officer is Fran Tuite

    Company Directory