Janice
Osugi
Bluepointe Capital Management, LLC
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About this Advisor
Janice Osugi is a chartered financial analyst working out of Menlo Park, California who has 2 years of relevant experience. Osugi currently works for Bluepointe Capital Management, LLC. During their career, Osugi has held roles at Bluepointe Capital Management, LLC and Progress. Osugi holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to advise clients in California. Bluepointe Capital Management, LLC is an advisory firm headquartered in Menlo Park, CA. It handles $642 million in assets among its 277 accounts, placing it among the larger firms in the country by assets under management. The firm provides services to 17 charitable organizations. Of its 277 customer accounts, 55% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business provides a wide array of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and other services. Financial management fee schedules depend on which service is provided. However, fee types billed by Bluepointe Capital Management, LLC can include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluepointe Capital Management, LLC Brokerage Details
$641,799,123
7
277
$2,316,964
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Janice Osugi Work History
Janice has been registered as a financial advisor for 2 years.*
Bluepointe Capital Management, LLC
Progress
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Janice Osugi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bluepointe Capital Management, LLC
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
San Mateo, CA
Menlo Park, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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