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).
Current Firm Details
By the Numbers
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Total Assets Under Management10,958MILLION
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Total Number of Accounts55ACCOUNTS
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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
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 Steelpath, Inc.
No Advisor Found.
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