Olive Tree Asset Management

Olive Tree Asset Management (CRD# 311825) is a financial advisory firm headquartered in , . They manage $9,114,432 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://olivetreeasset.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $198,140
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Olive Tree Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Omar Ezz, financial advisor Northville MI
Omar A. Ezz
CRD#: 5504898
Northville, MI

Omar Ezz (CRD# 5504898) is an Investment Advisor Representative working at Olive Tree Asset Management in Northville, MI and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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