Janice Osugi (CRD# 4012340) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in Menlo Park, CA and has over 23 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bluepointe Capital Management, LLC | San Mateo, CA | Oct 2021 - Current | 2 |
| Unemployed | San Francisco, CA | Aug 2020 - Oct 2021 | 1 |
| Progress | San Francisco, CA | Sep 2012 - Jul 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- CA
-
Total Assets Under Management764MILLIONS
-
Total Number of Accounts324ACCOUNTS
-
Average Account Value$2,358,665
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA
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