Overview
Assets Under Management: $1.3 billion
Headquarters: AUSTIN, TX
Frequently Asked Questions
OREI ADVISORS LP 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 #284241), OREI ADVISORS LP is subject to fiduciary duty under federal law.
OREI ADVISORS LP is headquartered in AUSTIN, TX.
According to their SEC Form ADV, OREI ADVISORS LP offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
OREI ADVISORS LP manages $1.3 billion in client assets according to their SEC filing dated May 16, 2024.
According to their SEC Form ADV, OREI ADVISORS LP serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.74
Total Client Accounts: 18
Discretionary Accounts: 18
Regulatory Filings
CRD Number: 284241
Last Filing Date: 2024-05-16 00:00:00
Website: https://ohanare.com