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CHICAGO OAKBROOK FINANCIAL GROUP
COFG ADVISORS, LLC
CRD 333344 · SEC 801-131428
903 COMMERCE DRIVE,, SUITE 300, OAK BROOK, IL, 60523, United States
Phone
(630) 954-5572
Fax
(630) 954-5701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.21B
Discretionary AUM
$1.11B
Team
19 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1147 | $479.2M |
| High net worth individuals | 189 | $631.8M |
| Pension/profit sharing plans | 20 | $89.7M |
| Corporations/business entities | 24 | $6.9M |
States served
AZ, CA, CO, GA, IL, IN, MA, MI, NY, NC, TN, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD