Investment adviser · CRD 140238

ORACLE FINANCIAL SERVICES, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Nov 14, 2011

Regulatory AUM
$9.5M
Form ADV · Item 5.F
Client accounts
80
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: Nov 14, 2011. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

110 GREENE STREET, SUITE 1100
NEW YORK, NY, 10012, United States

CRD 140238

Filing source

Form ADV 590380 · Nov 14, 2011 · 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.