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OLA INVIERTE, LLC
+15164698871
SEC #801-125801Total AUM
$804K
Employees
1Clients
54Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
+15164698871
Financials
Total AUM
$804K
Accounts
54Discretionary
$0
Accounts
0Non-Discretionary
$804K
Accounts
54
Clients
Individual Clients
54AUM
$804K
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
CAFLNY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.