RIA Intelligence

YOUR OCIO, LLC

CRD #313370 SEC #801-121148 SANTA MONICA, CA 310-471-0640
SEC Registered
Total AUM
$315.1M
Discretionary
$0
Employees
1
Clients
0
Accounts
6

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
JANUARY
Registration Date
--
Latest Filing
Mar 26, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BJORDAHL, BLAKE, ALANICHIEF COMPLIANCE OFFICERNA Control
BJORDAHL, BLAKE, ALANICHIEF COMPLIANCE OFFICERNA Control
BJORDAHL, BLAKE, ALANICHIEF COMPLIANCE OFFICERNA Control
BJORDAHL, BLAKE, ALANICHIEF COMPLIANCE OFFICERNA Control
BJORDAHL, BLAKE, ALANICHIEF COMPLIANCE OFFICERNA Control
BJORDAHL, BLAKE, ALANICHIEF COMPLIANCE OFFICERNA Control
BJORDAHL, BLAKE, ALANICHIEF COMPLIANCE OFFICERNA Control
BJORDAHL, BLAKE, ALANICHIEF COMPLIANCE OFFICERNA Control
BJORDAHL, BLAKE, ALANICHIEF COMPLIANCE OFFICERNA Control
BJORDAHL, BLAKE, ALANICHIEF COMPLIANCE OFFICERNA Control
Friedman Lucas, MelissaIOWNER / MANAGING MEMBERE Control
Friedman Lucas, MelissaIOWNER / MANAGING MEMBERE Control
Friedman Lucas, MelissaIOWNER / MANAGING MEMBERE Control
Friedman Lucas, MelissaIOWNER / MANAGING MEMBERE Control
Friedman Lucas, MelissaIOWNER / MANAGING MEMBERE Control
Friedman Lucas, MelissaIOWNER / MANAGING MEMBERE Control
Friedman Lucas, MelissaIOWNER / MANAGING MEMBERE Control
Friedman Lucas, MelissaIOWNER / MANAGING MEMBERE Control
Friedman Lucas, MelissaIOWNER / MANAGING MEMBER / CCOE Control
Friedman Lucas, MelissaIOWNER / MANAGING MEMBERE Control

Registrations

Federal

IA
Mar 26, 2024 REGISTERED

Notice Filings (1)

CA

Address

3019 WILSHIRE BOULEVARD
#202
SANTA MONICA, CA 90403
United States
Phone: 310-471-0640