Owl And Ore Wealth Planning
Owl And Ore Wealth Planning (CRD# 283734) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $41,815,941 in 251 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management42MILLION
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Total Number of Accounts251ACCOUNTS
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Average Account Value$166,597
Compensation Options
- A percentage of assets under your management
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Owl And Ore Wealth Planning
1
Gregory Gorski (CRD# 5251327) is an Investment Advisor Representative working at Owl And Ore Wealth Planning in Pleasant Hill, CA and has over 17 years of experience in the finance industry.
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