Be advised. This firm is no longer registered.

Ofi Steelpath, Inc.

Ofi Steelpath, Inc. (CRD# 165117) is a financial advisory firm headquartered in Dallas, TX. They manage $10,958,323,254 in 55 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,958
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $199,242,241
Compensation Options
  • A percentage of assets under your management
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
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 Steelpath, Inc.
No Advisor Found.
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