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OIC

NEW YORK, NY · CRD 282499 · IAPD ↗ · 212-292-0345

$4.51BRegulatory AUM
33Advisory reps
46Employees
0Clients
n/aPlanning clients
37Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2024 — OIC reported RAUM up 42% ($2.61B -> $3.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.