Overview
Assets Under Management: $10.8 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 67
Average Client Assets: $2.2 million
Frequently Asked Questions
OFI STEELPATH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165117), OFI STEELPATH, INC. is subject to fiduciary duty under federal law.
OFI STEELPATH, INC. is headquartered in DALLAS, TX.
OFI STEELPATH, INC. serves 67 high-net-worth clients according to their SEC filing dated April 26, 2018. View client details ↓
According to their SEC Form ADV, OFI STEELPATH, INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
OFI STEELPATH, INC. manages $10.8 billion in client assets according to their SEC filing dated April 26, 2018.
According to their SEC Form ADV, OFI STEELPATH, INC. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.36%
Average Client Assets: $2.2 million
Total Client Accounts: 80
Discretionary Accounts: 80
Regulatory Filings
CRD Number: 165117
Filing ID: 1213002
Last Filing Date: 2018-04-26 11:01:00