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Building 2OLIVEIRA WEALTH

Map pinMODESTO, CA
Phone209-579-2332
NotebookSEC #801-122522
Total AUM
$332.4M
Employees
4
Clients
1,032

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
810 STANDIFORD AVE
SUITE 1
MODESTO
CA 95350
United States
Operating Hours
8 AM - 5PM
Monday - Friday
Phone
209-579-2332

ReceiptFinancials

Total AUM
$332.4M
Accounts
1,032
Discretionary
$331.9M
Accounts
1,031
Non-Discretionary
$546.4K
Accounts
1

ContactClients

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Individual Clients
843
AUM
$58M
HNW Individual Clients
145
AUM
$207.2M
Pension/Profit Sharing Plan Clients
33
AUM
$56.6M
Corporation or Business Clients
11
AUM
$10.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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

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