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Building 2OLIVE OXFORD OFFICE LLC

Map pinCARMEL, IN
Phone317-843-5678
NotebookSEC #801-57080
Total AUM
$43.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11711 NORTH MERIDIAN STREET
SUITE 600
CARMEL
IN 46032
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
317-843-5678

ReceiptFinancials

Total AUM
$43.5M
Accounts
278
Discretionary
$0
Accounts
0
Non-Discretionary
$43.5M
Accounts
278

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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