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Ivan Gregorio Ortiz

OC INVESTMENT MANAGEMENT LP·MIAMI, Florida
Unclaimed Profile
3350 VIRGINIA STREET, MIAMI, FL 33133CRD# 3252754Firm CRD# 314948
01

About

Ivan Gregorio Ortiz is a registered financial advisor based in MIAMI, Florida, affiliated with OC INVESTMENT MANAGEMENT LP. 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
OC INVESTMENT MANAGEMENT LP
OC INVESTMENT MANAGEMENT LP
AUM
$22.9B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at OC INVESTMENT MANAGEMENT LP →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: ANNUALLY NEGOTIATED MANAGEMENT FEE
Regulatory
SEC/IARD CRD# 3252754
Firm CRD# 314948
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ivan Gregorio Ortiz offer?
Ivan Gregorio Ortiz specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Ivan Gregorio Ortiz's credentials?
Ivan Gregorio Ortiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ivan Gregorio Ortiz located?
Ivan Gregorio Ortiz is based in MIAMI, Florida, working with OC INVESTMENT MANAGEMENT LP. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Ivan Gregorio Ortiz charge for services?
Ivan Gregorio Ortiz's firm is compensated through performance-based fees, other: annually negotiated management fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OC INVESTMENT MANAGEMENT LP?
OC INVESTMENT MANAGEMENT LP has approximately 9 employees and manages $22.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in FloridaNational Fee Analysis
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