Adviser Profile
| As of Date | 06/07/2019 |
| Registration status | Registration Changed to O.F.O. PARTNERS, LLC |
| ADV Location | QUINCY, MA, United States |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Client Types
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
2018
2019
Private Funds
No private funds