Oliver Richner (CRD# 5305104) is an Investment Advisor Representative working at Richner Capital LLC in San Francisco, CA and has over 14 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richner Capital | San Francisco, CA | Oct 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$3,000,000
- 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)
CA
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