Ofi Global Institutional, Inc.
Ofi Global Institutional, Inc. (CRD# 110363) is a financial advisory firm headquartered in New York, NY. They manage $10,577,480,197 in 47 accounts and serve the financial needs of clients across 51 states (or territories).
Current Firm Details
Ofi Global Institutional, Inc.
By the Numbers
-
Total Assets Under Management10,577MILLION
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$225,052,770
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Financial Advisors at Ofi Global Institutional, Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.