Orcam Financial Group, LLC

Orcam Financial Group, LLC (CRD# 164874) is a financial advisory firm headquartered in , . They manage $137,527,092 in 115 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://orcamgroup.com
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $1,195,888
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Orcam Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cullen Roche, financial advisor Encinitas CA
Cullen O. Roche
CRD#: 4725152
Encinitas, CA

Cullen Roche (CRD# 4725152) is an Investment Advisor Representative working at Orcam Financial Group, LLC in Encinitas, CA and has over 20 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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