OCEANIQ CAPITAL, LLC

REDWOOD CITY, California·3 registered advisors·CRD# 168062
SEC# 801-1139110(415) 432-7580
01

Firm Overview

AUM
$181M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OCEANIQ CAPITAL, LLC

3 registered advisors
Kai Chen
REDWOOD CITY, California
Kevin Lionel Colas
REDWOOD CITY, California
Ying Ying Jing
REDWOOD CITY, California
05

Office Locations

REDWOOD CITY, California
3 advisors

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Data sourced from SEC Form ADV filings. OCEANIQ CAPITAL, LLC (CRD# 168062) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.