Be advised. This firm is no longer registered.

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

Registered Investment Advisor

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.

Financial Advisors at Overlooked Opportunities

Showing 1 - 1 of 1 top financial advisors.

Frank A. Giuffreda

CRD#: 2766183

Green Valley, AZ

Wealthminder

score

Frank Giuffreda (CRD# 2766183) is an Investment Advisor Representative working at Overlooked Opportunities in Green Valley, AZ and has over 22 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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