Oliver Capital Management
Oliver Capital Management (CRD# 127606) is a financial advisory firm headquartered in Seattle, WA. They manage $364,707,102 in 1,629 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management365MILLION
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Total Number of Accounts1,629ACCOUNTS
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Average Account Value$223,884
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AZ, CA, OR, TX, WA
Financial Advisors at Oliver Capital Management
1
Mark Oliver (CRD# 2856594) is an Investment Advisor Representative working at Oliver Capital Management in Seattle, WA and has over 27 years of experience in the finance industry.
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