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ORACLE FINANCIAL SERVICES, LLC
NEW YORK, NY
212-856-9594
SEC #801-67259Total AUM
$9.5M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
110 GREENE STREET
SUITE 1100
NEW YORK
NY 10012
United States
SUITE 1100
NEW YORK
NY 10012
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
212-856-9594
Financials
Total AUM
$9.5M
Accounts
80Discretionary
$9M
Accounts
75Non-Discretionary
$474.9K
Accounts
5
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.