Overview
Assets Under Management: $110 million
Headquarters: HINGHAM, MA
High-Net-Worth Clients: 10
Average Client Assets: $7.5 million
Frequently Asked Questions
O.F.O. PARTNERS, LLC 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 #297424), O.F.O. PARTNERS, LLC is subject to fiduciary duty under federal law.
O.F.O. PARTNERS, LLC is headquartered in HINGHAM, MA.
O.F.O. PARTNERS, LLC serves 10 high-net-worth clients according to their SEC filing dated April 01, 2026. View client details ↓
According to their SEC Form ADV, O.F.O. PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
O.F.O. PARTNERS, LLC manages $110 million in client assets according to their SEC filing dated April 01, 2026.
According to their SEC Form ADV, O.F.O. PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.29%
Average Client Assets: $7.5 million
Total Client Accounts: 61
Discretionary Accounts: 48
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 297424
Filing ID: 2090849
Last Filing Date: 2026-04-01 16:16:20