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OLIVER CAPITAL MANAGEMENT
601 Union Street
Suite 3010
Seattle, Washington 98101-4036
Tel: 206-775-7500
About OLIVER CAPITAL MANAGEMENT
OLIVER CAPITAL MANAGEMENT, formally registered with the SEC as OLIVER CAPITAL MANAGEMENT. The firm was established in 09/27/2006. They have over 1 offices throughout the country.
OLIVER CAPITAL MANAGEMENT is a Seattle, Washington based Financial Planning firm with nearly $364,707,102 assets under management, offering retirement planning & investment advisory services to 1629 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127606 |
| SEC# | 801-67157 |
| Assets Managed by Firm | $364,707,102 |
| No. of Clients | 1629 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1629 | $364,707,102 |
| Individuals (other than high net worth individuals) | 356 | $88,904,272 |
| High net worth individuals | 84 | $206,828,841 |
| Pension and profit sharing plans | 18 | $65,685,323 |
| Corporations or other businesses | 29 | $3,288,666 |
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