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OCEANIQ CAPITAL, LLC

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

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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

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

Firm CRD#:

168062

SEC#:

801-113911

No. of Clients:

259

Assets under Management

$181,307,569

No. of Advisors:

4

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