Nnaemeka
Ofodire

Compound Advisers, Inc

CRD#7329064
Investment Advisor
in San Francisco, CA

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About this Advisor

Nnaemeka Ofodire is a financial advisor who works in San Francisco, California. Ofodire works at Compound Advisers, Inc. During their career, the advisor has held roles at Sanford C.Bernstein & Co., LLC, Hall Capital Partners, Princeton University Politics Department, California Earthquake Authority, Ofodire Care Home, University Of California, Berkeley, Morgan Stanley and Compound Advisers Inc. Ofodire maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California. Compound Advisers, Inc is a registered investment firm operating out of San Francisco, CA. The firm has a total of 55 advisors. It administers $317 million in total assets among its 339 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 339 accounts, 42% belong to high-net-worth individuals who have at least $1 million in assets. Compound Advisers, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically vary depending on which service is provided. However, fees charged by Compound Advisers, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

580 Market Street #300
San Francisco, CA 94104

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Compound Advisers, Inc Brokerage Details

Total Assets Under Management

$316,852,631

CA Average: $7,578,581,321
Total Number of Employees

55

CA Average: 43
Total Number of Accounts

339

CA Average: 3,727
Average Account Size

$934,669

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Nnaemeka Ofodire Work History

Nnaemeka has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Compound Advisers Inc

2021 - 2021 (< 1 year)

Sanford C.Bernstein & Co., LLC

2021 - 2022 (1 year)

Morgan Stanley

2019 - 2021 (2 years)

Hall Capital Partners

2018 - 2018 (< 1 year)

Ofodire Care Home

2016 - 2018 (2 years)

Princeton University Politics Department

2015 - 2016 (1 year)

California Earthquake Authority

2013 - 2015 (2 years)

University Of California, Berkeley

2010 - 2015 (5 years)

University Of California, Berkeley

*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 Nnaemeka Ofodire 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 Compound Advisers, Inc

Steven Walraven
Malibu, CA
Tammy Johns
San Francisco, CA
Ryan Klemm
San Francisco, CA
Benjamin Snipes
Boonton, NJ
Nicholas Garcia
Oakland, CA
Akash Champaneri
San Francisco, CA
Tara Shulman
San Francisco, CA
Connor Phelps
Mercer Island, WA

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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