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OCTAVEWEALTH
14 Mint Plaza Ste 500
San Francisco, California 94103
Tel: (855) 962-8283
About OCTAVEWEALTH
OCTAVEWEALTH, formally registered with the SEC as OCTAVEWEALTH. The firm was established in 05/27/2014. They have over 1 offices throughout the country.
OCTAVEWEALTH is a San Francisco, California based Financial Planning firm with nearly $16,530,000 assets under management, offering retirement planning & investment advisory services to 4030 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170975 |
| SEC# | 801-79758 |
| Assets Managed by Firm | $16,530,000 |
| No. of Clients | 4030 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4030 | $16,530,000 |
| Individuals (other than high net worth individuals) | 4030 | $16,530,000 |
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