OCEANIQ CAPITAL, LLC

275 Shoreline Drive
Unit 120
Redwood City, California 94065
Tel: (415) 432-7580

About OCEANIQ CAPITAL, LLC

OCEANIQ CAPITAL, LLC, formally registered with the SEC as OCEANIQ CAPITAL, LLC. The firm was established in 08/29/2018. They have over 1 offices throughout the country.

OCEANIQ CAPITAL, LLC is a Redwood City, California based Financial Planning firm with nearly $181,307,569 assets under management, offering retirement planning & investment advisory services to 259 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168062
SEC#	801-113911
Assets Managed by Firm	$181,307,569
No. of Clients	259
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	259	$181,307,569
High net worth individuals	259	$181,307,569

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