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Oracle Financial Group

Headquartered in PHILADELPHIA, PA

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Firm Information

Oracle Financial Group is an investment advisor registered with the SEC. The firm has 1 licensed agent, 1 investment adviser representative and manages approximately $9 million in assets for 39 clients, primarily individuals other than high net worth. The firm's primary advisory service is portfolio management for individuals. The firm also offers retirement planning.

Oracle Financial Group

$9.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning

Retirement planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ORACLE FINANCIAL GROUP has a total of 1 branch locations across the country.
location

PHILADELPHIA, PA

Advisors at Oracle Financial Group

View All 1 Advisors
Unclaimed
Donald Stanley Gudhus

RA

PHILADELPHIA, PA

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Disclosures

There are no public disclosures for Oracle Financial Group.

Frequently Asked Questions (6)

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