← Back to searchVisit website
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
CRD 42941 · SEC 801-80809
701 XENIA AVENUE SOUTH, SUITE 100, GOLDEN VALLEY, MN, 55416-1089, United States
Phone
763-923-2270
Fax
763-923-2280
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$668.6M
Discretionary AUM
$131.2M
Team
57 total employees; 32 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-12-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 836 | $267.8M |
| High net worth individuals | 158 | $391.5M |
| Charitable organizations | 6 | $6.0M |
| Corporations/business entities | 5 | $3.3M |
States served
VT, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IA, MA, MI, MN, NV, NJ, NM, NY, NC, ND, OH, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD