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OKLO FINANCIAL, LLC
SAN RAFAEL, CA
866-399-1990
SEC #801-67625Total AUM
$76.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1050 NORTHGATE DR
#333
SAN RAFAEL
CA 94903
United States
#333
SAN RAFAEL
CA 94903
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
866-399-1990
Financials
Total AUM
$76.5M
Accounts
308Discretionary
$76.5M
Accounts
308Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.