Ofs
Ofs (CRD# 107335) is a financial advisory firm headquartered in Mclean, VA. They manage $1,196,492,694 in 2,279 accounts and serve the financial needs of clients across 20 states (or territories).
-
Total Assets Under Management1,196MILLION
-
Total Number of Accounts2,279ACCOUNTS
-
Average Account Value$525,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, TX, VA, WA
Timothy Alvarado (CRD# 7066814) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 5 years of experience in the finance industry.
Christopher Anest (CRD# 5963617) is an Investment Advisor Representative working at Ofs in Chicago, IL and has over 6 years of experience in the finance industry.
Brett Dimas (CRD# 4148185) is an Investment Advisor Representative working at Ofs in Chicago, IL and has over 24 years of experience in the finance industry.
Christopher Legg (CRD# 4874134) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 19 years of experience in the finance industry.
Geoffrey Marsh (CRD# 6166776) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 10 years of experience in the finance industry.
Keith Packard (CRD# 6287550) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 10 years of experience in the finance industry.
Frank Zecca (CRD# 2501085) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 29 years of experience in the finance industry.