Ogden Wealth Management & Planning Services, LLC
Ogden Wealth Management & Planning Services, LLC (CRD# 166164) is a financial advisory firm headquartered in Santa Maria, CA. They manage $88,356,956 in 258 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Ogden Wealth Management & Planning Services, LLC
By the Numbers
-
Total Assets Under Management88MILLION
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Total Number of Accounts258ACCOUNTS
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Average Account Value$342,469
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Ogden Wealth Management & Planning Services, LLC
No Advisor Found.
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