Overlooked Opportunities

Overlooked Opportunities (CRD# 113806) is a financial advisory firm headquartered in , . They manage $6,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $600,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AZ

Financial Advisors at Overlooked Opportunities
Showing 1 - 1 of 1 top financial advisors.
1
Frank A. Giuffreda
CRD#: 2766183
Green Valley, AZ
93
Wealthminder
score

Frank Giuffreda (CRD# 2766183) is an Investment Advisor Representative working at Overlooked Opportunities in Green Valley, AZ and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.