O2 INVESTMENTS LLC
Firm details
- Headquarters
- WEST CHESTER, Ohio
- CRD number
- 337334
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
O2 Investments LLC is structured as a limited liability company owned by an individual and operates as an adviser focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management. Regulatory details such as SEC registration year are not provided in the available data. The firm is not identified as an active ESG investor, does not describe multi-state advisory operations, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1BRADLEY OLSON
FounderCRD 2325042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST CHESTER, OH
HAMILTON
Location
WEST CHESTER, OH
Headquartered in WEST CHESTER, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 9727 Timberview Ct
- Time zone
- ET (UTC-5)
- Office locations
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