Om Pacific Capital LLC
Om Pacific Capital LLC (CRD# 269970) is a financial advisory firm headquartered in , . They manage $20,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$666,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Neel Patel (CRD# 4954001) is an Investment Advisor Representative working at Om Pacific Capital LLC in Los Gatos, CA and has over 12 years of experience in the finance industry.