OROX CAPITAL MANAGEMENT, LLC

Description

or if use class don’t use dot in name

OROX CAPITAL MANAGEMENT, LLC is a premier financial management firm with a proven track record of helping clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized and comprehensive financial solutions that are tailored to the unique needs and objectives of each client.

How does the advisor help clients – Key Takeaways:

OROX CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to help clients manage their wealth and achieve their financial goals.
Their approach is based on open communication, trust, and a commitment to understanding the individual needs of each client.
Their team of financial experts have extensive industry knowledge and experience, allowing them to provide sound financial advice and solutions.
OROX CAPITAL MANAGEMENT, LLC is committed to providing exceptional client service and building long-lasting relationships based on trust and transparency.

Facts and Insights

Here are some key facts and insights about OROX CAPITAL MANAGEMENT, LLC:

Founded: 2002
Headquarters: New York, NY
AUM (Assets Under Management): $1.5 billion (as of 2021)
Number of Advisors: 25
Time in business: 19 years

Financial Services Offered

OROX CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to help clients manage their wealth and achieve their financial goals. These services include:

Investment management and advisory services
Estate planning and trust services
Tax planning and preparation
Retirement planning
College planning
Insurance and risk management

Client Types

OROX CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including:

High net worth individuals and families
Business owners and executives
Retirees
Trusts and estates
Charitable organizations

Fees & Compensation

OROX CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of the assets they manage for clients. This fee is typically between 1% and 2%, depending on the level of assets under management and the complexity of the client’s financial situation. The firm also offers fee-only services, meaning they do not receive any commissions or other forms of compensation for recommending specific investments.

Background

OROX CAPITAL MANAGEMENT, LLC was founded in 2002 by a team of experienced financial advisors who saw a need for a more personalized and client-centered approach to financial management. Over the years, the firm has built a strong reputation for providing exceptional client service and has grown to manage over $1.5 billion in assets.

Financial Advisor Disclosures to Know

As with any financial management firm, it is important for clients to be aware of any potential conflicts of interest or disclosures that may impact their relationship with OROX CAPITAL MANAGEMENT, LLC. These disclosures can be found on the SEC’s Investment Adviser Public Disclosure website or through OROX CAPITAL MANAGEMENT, LLC directly.

OROX CAPITAL MANAGEMENT, LLC