Overview
Assets Under Management: $131 million
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.07
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 291
Discretionary Accounts: 291
Regulatory Filings
CRD Number: 302094
Last Filing Date: 2025-03-04 00:00:00
Website: https://obcap.net