OIA Ltd
Firm details
- Headquarters
- ,
- CRD number
- 136174
- Registered since
- July 27, 2005
- Website
- oialtd.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
OIA Ltd operates as a small, independent Registered Investment Adviser focused on individuals and family clients. Its core services are financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and shows a pronounced preference for equity exposure in client portfolios. Founded in 2005 and owned by an individual, the adviser does not identify as an active ESG investor and is structured to provide straightforward advisory relationships rather than pension consulting or large institutional services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
James Bridgewater
Wealth ManagerCRD 4382003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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