Oberlin Financial International, LLC
Firm details
- Headquarters
- Bryan, Ohio
- CRD number
- 294205
- Registered since
- February 6, 2019
- Website
- www.oberlinwealth.com
Firm profile
FINTRXOverview
Oberlin Financial International, LLC is organized as a limited liability company with individual ownership. Public records for the firm are sparse: the dataset lists the entity as unclassified and does not detail its client segments, fee schedules, or specific advisory services. The firm is flagged as not being a capital allocator and is not identified as an active ESG investor. It is also not marked as a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. The limited attributes available point to a small, closely held practice rather than a large institutional allocator, but the record offers little about investment process, target clients, or service model.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Bryan, OH
Williams
Location
Bryan, OH
Headquartered in Bryan, OH, in the Midwest of the United States.
- Region
- Midwest
- County
- Williams
- Address
- 711 Po Box
- Time zone
- ET (UTC-5)
- Office locations
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