O2 INVESTMENT PARTNERS, L.P.

BLOOMFIELD HILLS, Michigan·7 registered advisors·CRD# 291435

SEC# 801-1191610248-554-4209

01

Firm Overview

AUM

$1.1B

Regulatory assets under management

Employees

22

Total firm employees

Advisors

7

Registered representatives

02

Services & Fees

Advisory Services

Pension consulting

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Retirement Planning

04

Advisors at O2 INVESTMENT PARTNERS, L.P.

7 registered advisors

Gregg Lawrence Orley

BLOOMFIELD HILLS, Michigan

Jay Jerry Hansen

BLOOMFIELD HILLS, Michigan

Judith Therese Wallace

BLOOMFIELD HILLS, Michigan

Luke Kenyon Plumpton

BLOOMFIELD HILLS, Michigan

Robert Harris Orley

BLOOMFIELD HILLS, Michigan

BLOOMFIELD HILLS, Michigan

Todd Michael Fink

BLOOMFIELD HILLS, Michigan

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Office Locations

BLOOMFIELD HILLS, Michigan

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Data sourced from SEC Form ADV filings. O2 INVESTMENT PARTNERS, L.P. (CRD# 291435) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.