Oklo Financial, LLC is an adviser based in San Rafael. It manages $76.47 million of regulatory assets for 308 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.
Oklo Financial provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oklo Financial, LLC is $76.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 139% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Oklo Financial, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Allan Anderson joined the executive team most recently as the Managing Member & Chief Compliance Officer.
The principal office where Oklo Financial, LLC performs its advisory services is located at 1050 Northgate Dr, San Rafael, CA 94903, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-399-1990 or by fax 415-492-1970. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.mesaam.com.