Be advised. This firm is no longer registered.

Ofi Private Investments Inc.

Ofi Private Investments Inc. (CRD# 107807) is a financial advisory firm headquartered in New York, NY. They manage $2,986,206,235 in 94 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
225 Liberty Street, 11th Floor, New York, NY 10281
By the Numbers
  • Total Assets Under Management
    2,986
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $31,768,151
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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 Private Investments Inc.
No Advisor Found.

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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