Jeremy
Ofseyer
Flc Capital Advisors
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About this Advisor
Jeremy Ofseyer is a financial advisor working in Palm Desert, California. Ofseyer is an advisor for Flc Capital Advisors. During their career, Ofseyer has held roles at Nethery & Ofseyer Llp, Flc Capital Advisors, La Verne College Of Law and Law Office Of Jermey J. Ofseyer. Ofseyer can operate in California. Flc Capital Advisors is a registered investment business that has its headquarters in Palm Desert, CA. It controls $519 million in assets among its 688 accounts, placing it among the bigger firms in the country by assets under management. Of its 688 customer accounts, 64% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Flc Capital Advisors performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on the services offered. Fees billed by Flc Capital Advisors may include asset-based, hourly, fixed, commission-based and other fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Flc Capital Advisors Brokerage Details
$519,020,659
9
688
$754,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeremy Ofseyer Work History
Jeremy has been registered as a financial advisor for 0 years.*
Law Office Of Jermey J. Ofseyer
Flc Capital Advisors
La Verne College Of Law
Nethery & Ofseyer Llp
*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 Jeremy Ofseyer 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 Flc Capital Advisors
Palm Desert, CA
Palm Desert, CA
Palm Desert, CA
Palm Desert, CA
Palm Desert, 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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