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).

Current Firm Details
https://www.facebook.com/ofcwealthmanagement/
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $408,650
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, NJ, NY, TX

Financial Advisors at Ofc Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Emily Jaffe, financial advisor Short Hills NJ
Emily M. Jaffe
CRD#: 4462199
Short Hills, NJ

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.

2
Jeffrey Waters, financial advisor Short Hills NJ
Jeffrey R. Waters
CRD#: 1581068
Short Hills, NJ

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.

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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