O'FERRALL ADVISORY SERVICES
Firm details
- Headquarters
- ,
- CRD number
- 328962
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
O’Ferrall Advisory Services operates as a limited liability company and provides a range of financial services including financial planning, portfolio management for individuals and small businesses, and educational seminars. The firm does not classify itself as a capital allocator and primarily serves clients through a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm engages in insurance brokerage and accounting, it does not actively pursue ESG investments and is not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1JUSTIN OFERRALL
Founding MemberCRD 7118753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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