OKLO FINANCIAL, LLC
CRD #127435 SEC #801-67625 SAN RAFAEL, CA 866-399-1990
SEC Registered
Total AUM
$76.5M
Discretionary
$76.5M
Employees
1
Clients
--
Accounts
308
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $76.5M | $76.5M | $0 | 1 | 240 |
| Mar 2012 | $76.5M | $76.5M | $0 | 1 | 240 |
| Feb 2012 | $76M | $76M | $0 | 1 | 240 |
| Feb 2012 | $76M | $76M | $0 | 1 | 240 |
| Aug 2011 | $69.4M | $69.4M | $0 | 5 | -- |
| Feb 2011 | $69.4M | $69.4M | $0 | 5 | -- |
| Sep 2009 | $56.2M | $56.2M | $0 | 5 | -- |
| Sep 2009 | $56M | $56M | $0 | 5 | -- |
| Sep 2009 | $56M | $56M | $0 | 5 | -- |
| Aug 2007 | $32M | $32M | $0 | 5 | -- |
| Mar 2007 | $27M | $27M | $0 | 5 | -- |
| Feb 2007 | $27M | $27M | $0 | 5 | -- |
DateApr 2012
Total AUM$76.5M
Discretionary$76.5M
Non-Disc.$0
Employees1
Clients240
DateMar 2012
Total AUM$76.5M
Discretionary$76.5M
Non-Disc.$0
Employees1
Clients240
DateFeb 2012
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees1
Clients240
DateFeb 2012
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees1
Clients240
DateAug 2011
Total AUM$69.4M
Discretionary$69.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$69.4M
Discretionary$69.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$56.2M
Discretionary$56.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--