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OA PRIVATE CAPITAL
200 Monroe Avenue Nw
Suite 500
Grand Rapids, Michigan 49503
Tel: 616-278-6000
About OA PRIVATE CAPITAL
OA PRIVATE CAPITAL, formally registered with the SEC as OA PRIVATE CAPITAL. The firm was established in 01/25/2016. They have over 1 offices throughout the country.
OA PRIVATE CAPITAL is a Grand Rapids, Michigan based Financial Planning firm with nearly $20,209,044,347 assets under management, offering retirement planning & investment advisory services to 85 clients. The firm is staffed with 74 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282516 |
| SEC# | 801-107115 |
| Assets Managed by Firm | $20,209,044,347 |
| No. of Clients | 85 |
| No. of Advisors | 74 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 85 | $20,209,044,347 |
| High net worth individuals | 54 | $8,662,715,207 |
| Charitable organizations | 3 | $56,543,354 |
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