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Building 2OFI ADVISORS, LLC

Map pinNEW YORK, NY
Phone212-323-0200
NotebookSEC #801-63618
Total AUM
$3.7B
Employees
21
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 LIBERTY STREET
NEW YORK
NY 10281
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
212-323-0200

ReceiptFinancials

Total AUM
$3.7B
Accounts
20
Discretionary
$3.7B
Accounts
20
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
20
AUM
$3.7B

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

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 FindingSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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