Ofc Wealth Management
Ofc Wealth Management (CRD# 133846) is a financial advisory firm headquartered in , . They manage $122,186,318 in 299 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management122MILLION
-
Total Number of Accounts299ACCOUNTS
-
Average Account Value$408,650
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, NJ, NY, TX
Emily Jaffe (CRD# 4462199) is an Investment Advisor Representative working at Ofc Wealth Management in Short Hills, NJ and has over 22 years of experience in the finance industry.
Michi Magee (CRD# 1084651) is an Investment Advisor Representative working at Ofc Wealth Management in Short Hills, NJ and has over 16 years of experience in the finance industry.
Jeffrey Waters (CRD# 1581068) is an Investment Advisor Representative working at Ofc Wealth Management in Short Hills, NJ and has over 37 years of experience in the finance industry.
Gigi Loh (CRD# 7510485) is an Investment Advisor Representative working at Ofc Wealth Management in Maplewood, NJ and has over 2 years of experience in the finance industry.