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O.F.O. PARTNERS, LLC
CRD 297424 · SEC 801-136025
18 SHIPYARD DRIVE, SUITE 3D, HINGHAM, MA, 02043, United States
Phone
(617) 829-8800
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$110.0M
Discretionary AUM
$74.4M
Team
3 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $75.1M |
All web addresses on file
Official SEC filing: View on IAPD