Unclaimed Profile

Kathi Jo Inorio

OFS CAPITAL MANAGEMENT, LLC·ROLLING MEADOWS, Illinois

Clean recordOFS CAPITAL MANAGEMENT, LLC

2850 WEST GOLF ROAD, ROLLING MEADOWS, IL 60008CRD# 5777992Firm CRD# 153533

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathi Jo Inorio · ROLLING MEADOWS, IL

Registration

CRD #5777992 · OFS CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathi Jo Inorio is a registered financial advisor based in ROLLING MEADOWS, Illinois, affiliated with OFS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

OFS CAPITAL MANAGEMENT, LLC

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OFS CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5777992

Firm CRD# 153533

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathi Jo Inorio offer?

Kathi Jo Inorio specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROLLING MEADOWS, Illinois for a consultation.

What are Kathi Jo Inorio's credentials?

Kathi Jo Inorio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathi Jo Inorio located?

Kathi Jo Inorio is based in ROLLING MEADOWS, Illinois, working with OFS CAPITAL MANAGEMENT, LLC. Their office serves clients in the ROLLING MEADOWS metropolitan area and surrounding communities.

How does Kathi Jo Inorio charge for services?

Kathi Jo Inorio'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 OFS CAPITAL MANAGEMENT, LLC?

OFS CAPITAL MANAGEMENT, LLC has approximately 53 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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