Investment adviser · CRD 127435

OKLO FINANCIAL, LLC

Investment adviser filing (IA)

SAN RAFAEL, CA, United States · Form ADV filed Apr 3, 2012

Regulatory AUM
$76.5M
Form ADV · Item 5.F
Client accounts
308
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 3, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

1050 NORTHGATE DR, #333
SAN RAFAEL, CA, 94903, United States

CRD 127435

Filing source

Form ADV 638070 · Apr 3, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.