Okemo Capital Management, LLC
Okemo Capital Management, LLC (CRD# 165816) is a financial advisory firm headquartered in Stow, MA. They manage $87,500,000 in 31 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management88MILLION
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Total Number of Accounts31ACCOUNTS
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Average Account Value$2,822,581
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Okemo Capital Management, LLC
1
Adam Sureau (CRD# 5712679) is an Investment Advisor Representative working at Okemo Capital Management, LLC in Stow, MA and has over 14 years of experience in the finance industry.
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