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
Overlooked Opportunities
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts10ACCOUNTS
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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.
AZ
Financial Advisors at Overlooked Opportunities
1
Frank Giuffreda (CRD# 2766183) is an Investment Advisor Representative working at Overlooked Opportunities in Green Valley, AZ and has over 21 years of experience in the finance industry.
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