FIND A ORE CAP ADVISORS L.L.C. FINANCIAL ADVISOR NEAR ME

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CRD#: 328604
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for ORE CAP ADVISORS L.L.C. Comes From

Understanding the Statistics for ORE CAP ADVISORS L.L.C. and How They Compare to Other Firms Through Our Analysis

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HNWI
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Breakdown of Assets Under Management
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
112 Dearborn Ave, Rye, NY 10580
Mailing Address
112 Dearborn Ave, Rye, NY 10580
Firm Size
Small
Phone Number
(415) 385-1070
Established
Utah since 01/18/2023
Firm Type
Limited Liability Company
Fiscal year end
April
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
O'MAHONY, MARTIN TMANAGING MEMBER & OWNER, SOLE MEMBER, CHIEF COMPLIANCE OFFICER, FINOP5978391

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Advisor's working at ORE CAP ADVISORS L.L.C.

JB
AdvisorCheck Check Mark

James Bruce Barr

Jim Barr
IAR
RR
CRD#: 4383938
Location:
Lake Worth, FL

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
24 years
RM
AdvisorCheck Check Mark

Russell P Moskowitz

IAR
RR
CRD#: 7932316
Location:
New York, NY 10019

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
1 year
Amanda R Henevoy
AdvisorCheck Check Mark

Amanda R Henevoy

Amanda Rachel Conard, Amanda Rachel Henevoy, Amanda Rachel Russell
IAR
RR
CRD#: 5245963
Location:
Corvallis, OR 97330

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
6 years
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