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 $1,086,670,124 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 22 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 291435 |
SEC# | 801-119161 |
Assets Managed by Firm | $1,086,670,124 |
No. of Clients | 12 |
No. of Advisors | 22 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 12 | $1,086,670,124 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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