40900 Woodward Ave
Suite #200
Bloomfield Hills, Michigan 48304-5116
Tel: 248-554-4209
O2 INVESTMENT PARTNERS, LP, formally registered with the SEC as O2 INVESTMENT PARTNERS, LP. The firm was established in 07/27/2020. They have over 1 offices throughout the country.
O2 INVESTMENT PARTNERS, L.P. is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $1,138,884,124 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 23 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 291435 |
SEC# | 801-119161 |
Assets Managed by Firm | $1,138,884,124 |
No. of Clients | 12 |
No. of Advisors | 23 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 12 | $1,138,884,124 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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