OCTAGON ASSET MANAGEMENT, LLC

615 S College Street
Charlotte, North Carolina 28202-3354
Tel: 212 683-8811

About OCTAGON ASSET MANAGEMENT, LLC

OCTAGON ASSET MANAGEMENT, LLC, formally registered with the SEC as OCTAGON ASSET MANAGEMENT, LLC. The firm was established in 04/17/2017. They have over 1 offices throughout the country.

OCTAGON ASSET MANAGEMENT, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $179,729,235 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286248
SEC#	801-110412
Assets Managed by Firm	$179,729,235
No. of Clients	5
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$179,729,235

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