Burr Oak Group Inc is a large advisory firm based in St Louis Park. It manages $235.52 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Minnesota and South Dakota.
Burr Oak Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Burr Oak Group Inc is $235.52 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Burr Oak Group Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Randall J Sukovich has been acting as President since 1 Jul 1996. Megan Leah Faricy joined the executive team most recently as the President/Chief Compliance Officer.
The principal office where Burr Oak Group Inc performs its advisory services is located at Parkdale Plaza, Suite 426, St Louis Park, MN 55416 1506, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-512-1165 or by fax 952-512-1684. The normal business hours are 8:30-4:30 on Monday - Friday.