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Building 2OFI INSTITUTIONAL ASSET MANAGEMENT, INC.

Map pinBELLEFONTE, PA
Phone814-355-1000
NotebookSEC #801-11312
Total AUM
$308.8M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 NORTH SPRING ST
BELLEFONTE
PA 16823
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
814-355-1000

ReceiptFinancials

Total AUM
$308.8M
Accounts
12
Discretionary
$308.8M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 25 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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