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ORCAM FINANCIAL GROUP, LLC

CRD 164874 · SEC 801-121561

Visit website

CA, United States

Phone

18582205383

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$238.9M

Discretionary AUM

$238.9M

Team

2 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
High net worth individuals120$238.9M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD