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About OPHIR ASSET MANAGEMENT US LLC
OPHIR ASSET MANAGEMENT US LLC is a leading financial services firm dedicated to assisting clients in achieving their financial goals. With a team of experienced professionals and a comprehensive range of financial services, they are committed to providing exceptional guidance and service to their clients.
How Does the Advisor Help Clients – Key Takeaways:
- OPHIR ASSET MANAGEMENT US LLC offers a wide range of financial services to help clients reach their financial objectives.
- Their team of financial experts provides personalized guidance and support to help clients make informed financial decisions.
- OPHIR ASSET MANAGEMENT US LLC is dedicated to maintaining transparent and open communication with their clients to ensure they are meeting their financial needs.
Facts and Insights
OPHIR ASSET MANAGEMENT US LLC has been in business for over 20 years and is headquartered in New York City. They currently have over $2 billion in assets under management and a team of 10 dedicated financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 1999 | $2.1 | 10 |
Financial Services Offered
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Charitable Giving Strategies
Client Types
- Individuals and families
- Corporate and institutional clients
- High-net-worth individuals
- Business owners and entrepreneurs
Fees & Compensation
Fees for OPHIR ASSET MANAGEMENT US LLC are based on a percentage of assets under management and are negotiated with each individual client. Their advisors do not charge commissions for trades and are committed to providing unbiased financial advice to their clients.
Background
OPHIR ASSET MANAGEMENT US LLC was founded in 1999 by experienced financial professionals with a passion for helping clients achieve their financial goals. They have a team of highly qualified and knowledgeable advisors who work closely with clients to develop personalized financial plans.
Financial Advisor Disclosures to Know
- OPHIR ASSET MANAGEMENT US LLC is a registered investment advisor.
- They do not have any disciplinary disclosures or legal actions against them.
- Their advisors are not affiliated with any other firms or have any conflicts of interest that would affect their ability to provide unbiased advice to clients.