Oasis Financial Solutions, Inc.
Oasis Financial Solutions, Inc. (CRD# 142782) is a financial advisory firm headquartered in South Bend, IN. They manage $9,892,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Oasis Financial Solutions, Inc.
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$989,200
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Oasis Financial Solutions, Inc.
No Advisor Found.
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