Oceaniq Capital, LLC
Oceaniq Capital, LLC (CRD# 168062) is a financial advisory firm headquartered in Redwood City, CA. They manage $107,938,891 in 150 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management108MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$719,593
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Kevin Colas (CRD# 5644192) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood City, CA and has over 11 years of experience in the finance industry.