Owl And Ore Wealth Planning

Owl And Ore Wealth Planning (CRD# 283734) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $41,815,941 in 251 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3478 Buskirk Ave #1000, Pleasant Hill, CA 94523
https://www.facebook.com/owlandorewealthplanning/
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $166,597
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Owl And Ore Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Gorski, financial advisor Pleasant Hill CA
Gregory A. Gorski
CRD#: 5251327
3478 Buskirk Ave #1000, Pleasant Hill, CA 94523

Gregory Gorski (CRD# 5251327) is an Investment Advisor Representative working at Owl And Ore Wealth Planning in Pleasant Hill, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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