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Francisco Montes De Oca

ARMADA CAPITAL LLC·GREENWICH, Connecticut
Unclaimed Profile
71 ARCH STREET, GREENWICH, CT 06830CRD# 6448172Firm CRD# 307382
01

About

Francisco Montes De Oca is a registered financial advisor based in GREENWICH, Connecticut, affiliated with ARMADA CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ARMADA CAPITAL LLC
ARMADA CAPITAL LLC
AUM
$73M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ARMADA CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6448172
Firm CRD# 307382
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Francisco Montes De Oca offer?
Francisco Montes De Oca specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.
What are Francisco Montes De Oca's credentials?
Francisco Montes De Oca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francisco Montes De Oca located?
Francisco Montes De Oca is based in GREENWICH, Connecticut, working with ARMADA CAPITAL LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Francisco Montes De Oca charge for services?
Francisco Montes De Oca's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARMADA CAPITAL LLC?
ARMADA CAPITAL LLC has approximately 8 employees and manages $73M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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GREENWICH, CT

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Nearby cities in Connecticut
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