Overview
Assets Under Management: $181 million
Headquarters: REDWOOD CITY, CA
High-Net-Worth Clients: 135
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 135
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.01
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 259
Discretionary Accounts: 259
Regulatory Filings
CRD Number: 168062
Last Filing Date: 2024-03-09 00:00:00
Website: https://oceaniqcapital.com