Om Pacific Capital LLC

Om Pacific Capital LLC (CRD# 269970) is a financial advisory firm headquartered in , . They manage $11,000,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $407,407
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Om Pacific Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
Hyun Soo Lee
CRD#: 5890771
Los Gatos, CA
90
Wealthminder
score

Hyun Soo Lee (CRD# 5890771) is an Investment Advisor Representative working at Om Pacific Capital LLC in Los Gatos, CA and has over 5 years of experience in the finance industry.

2
Neel G. Patel
CRD#: 4954001
Los Gatos, CA
83
Wealthminder
score

Neel Patel (CRD# 4954001) is an Investment Advisor Representative working at Om Pacific Capital LLC in Los Gatos, CA and has over 11 years of experience in the finance industry.

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