Oceaniq Capital, LLC
Oceaniq Capital, LLC (CRD# 168062) is a financial advisory firm headquartered in Redwood Shores, CA. They manage $54,254,327 in 109 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts109ACCOUNTS
Average Account Value$497,746
- 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
Ying Ying Jing (CRD# 4626484) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood Shores, CA and has over 13 years of experience in the finance industry.
Kai Chen (CRD# 2916984) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood Shores, CA and has over 15 years of experience in the finance industry.