Janice
Osugi
Bluepointe Capital Management, LLC
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About this Advisor
Janice Osugi is a financial advisor based in Menlo Park, California, working with Bluepointe Capital Management, LLC. Janice has previously held positions at Bluepointe Capital Management, LLC and Progress. Janice has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Janice is part of Bluepointe Capital Management, LLC, which operates out of Menlo Park, California. The firm has 7 employees and manages assets totaling $764.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars, and other services. The fee structure at Bluepointe Capital Management, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bluepointe Capital Management, LLC Brokerage Details
$764,207,491
7
324
$2,358,665
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
Bluepointe Capital Management, LLC
Progress
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 6/19/2024. 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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