Oberlin Financial International, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Bryan, Ohio
CRD number
294205
Registered since
February 6, 2019

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth