Om Pacific Capital LLC

Om Pacific Capital LLC (CRD# 269970) is a financial advisory firm headquartered in , . They manage $65,000,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.ompacificcap.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $2,031,250
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)
  • Other
Types of Clients
Registered States
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
Neel Patel, financial advisor Walnut Creek CA
Neel G. Patel
CRD#: 4954001
Walnut Creek, CA

Neel Patel (CRD# 4954001) is an Investment Advisor Representative working at Om Pacific Capital LLC in Walnut Creek, CA and has over 18 years of experience in the finance industry.

2
Atif Zahoor, financial advisor Sacramento CA
Atif Z. Zahoor
CRD#: 6047353
Sacramento, CA

Atif Zahoor (CRD# 6047353) is an Investment Advisor Representative working at Om Pacific Capital LLC in Sacramento, CA and has over 11 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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