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Building 2OLIVAR & GREB CAPITAL MANAGEMENT, LLC

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Phone508-598-7590
NotebookSEC #801-108688
Total AUM
$8.6M
Employees
3
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 6:00 PM
MONDAY - SATURDAY
Phone
508-598-7590

ReceiptFinancials

Total AUM
$8.6M
Accounts
37
Discretionary
$6.6M
Accounts
34
Non-Discretionary
$2M
Accounts
3

ContactClients

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Individual Clients
20
AUM
$1.8M
HNW Individual Clients
17
AUM
$6.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
LIFE INSURANCE AND TAX FILING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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