OCEANIQ CAPITAL, LLC - Financial Advisor in California, Redwood City

Tel: (415) 432-7580 275 Shoreline Drive Unit 120 Redwood City, California 94065

About OCEANIQ CAPITAL, LLC

OCEANIQ CAPITAL, LLC is a Redwood City, California based financial advisory firm with nearly $181,307,569 in assets under management and provides investment advisory services for 259 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

168062

Firm SEC#:

801-113911

Assets Under Management:

$181,307,569

No. of Clients:

259

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$3,433,219,636

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