OCTAVIA INVESTMENTS
Octavia Investments LLC ("Octavia") is a Registered Investment Advisory firm
OCTAVIA INVESTMENTS
Founded:
2011-01-01
Status:
Active
Technology used in webpage:
Amazon GoDaddy Amazon Frankfurt Region
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Financial Planning Concepts
Financial Planning Concepts is an SEC Registered Investment Advisory firm.
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2015-02-24 | Visio Lending | Octavia Investments investment in Series B - Visio Lending | 6.7 M USD |
More informations about "Octavia Investments"
General 1 — Octavia Investments
Founder, President and Chief Investment Officer. Andre has worked in finance for over 25 years. He founded Octavia Investments in 2007 to manage his personal investments. In 2013, he registered Octavia as an investment advisory firm so …See details»
General 2 — Octavia Investments
Octavia guides clients through the financial planning process and then constructs the appropriate investment portfolio. Octavia’s wealth management service encompasses: Financial Planning. …See details»
Octavia Investments Review 2024 - investor.com
Aug 13, 2024 A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do …See details»
Octavia Investments - Crunchbase Investor Profile & Investments
Venture Capital Investors with Investments in Southern US 7,378 Number of Organizations • $199.7B Total Funding Amount • 1,910 Number of Investors TrackSee details»
Octavia Wealth Advisors Review 2024 - investor.com
Oct 16, 2024 Octavia Wealth Advisors, registered in 2020, serves 38 state(s) with a licensed staff of 28 advisors. Octavia Wealth Advisors manages $1.4 billion and provides investment …See details»
Octavia Investments - Investments, Portfolio & Company Exits
Feb 24, 2015 Octavia Investments LLC ("Octavia") is a Registered Investment Advisory firm. Search Crunchbase. Start Free Trial . Chrome Extension. Solutions. Products. Resources. …See details»
Octavia Investments - Contacts, Employees, Board Members
Octavia Investments LLC ("Octavia") is a Registered Investment Advisory firmSee details»
Octavia Investments - CB Insights
Feb 23, 2015 Octavia Investments LLC ("Octavia") is a Registered Investment Advisory firm. Octavia provides investment advisory services to individuals and high net worth individuals concerning various securities, including equities, fixed income, currencies, commodities and related derivatives.See details»
Octavia Investments - Crunchbase
Octavia Investments LLC ("Octavia") is a Registered Investment Advisory firmSee details»
Octavia Investments Company Profile: Service Breakdown & Team
Octavia Investments General Information Description. Octavia Investments is a registered investment advisory firm providing services to individuals and high net worth individuals …See details»
General 1 — Octavia Investments
A copy of Octavia's current written disclosure (Form Adv Part II) discussing business operations, services and fees is available from Octavia upon request. Personalized investment or financial …See details»
Octavia — The Road to a Multi-Billion Dollar Ecosystem
Apr 1, 2024 Octavia Ventures isn’t just our investment arm, it also acts as our community launchpad; a beacon for the Octavia community, lighting the way to unparalleled investment opportunities.See details»
Octavia investments llc Reviews | Read Client Reviews of Octavia ...
Octavia investments llc Review Reviews 8. 4.1See details»
$1.6B Advisor Team Leaves AXA to Form Octavia Wealth Advisors
Jun 17, 2020 Eight advisors have left AXA Equitable Advisors after 20-plus years to launch their own independent RIA, Octavia Wealth Advisors.While at AXA, the team managed $1.6 billion …See details»
Maxim Meyers - Octavia Wealth Advisors
Max Meyers is a partner and wealth advisor, who also serves as chief executive officer and chief compliance officer at Octavia Wealth Advisors. In addition to overseeing the entire Octavia organization, he’s committed to upholding the highest professional level of …See details»
Top 10 Family Offices in Canada - Dakota
Feb 14, 2024 For investment management firms, the journey to elevate their fundraising involves the strategic challenge of identifying which family offices are open to discussing new …See details»
Woodbridge Named One of Canada’s Best Managed Companies …
May 10, 2022 Mississauga, Ontario, Canada, May 10, 2022 – For the sixth consecutive year, Woodbridge has been named one of Canada’s Best Managed Companies by the Best …See details»
General 1 — Octavia Investments
Octavia offers you both Market Index and Active investment portfolios. Market Index investment portfolios endeavor to track market indices at a low cost. You benefit from Octavia (i) …See details»
Octava – Octava
Web 3.0/Digital Assets. Octava boasts a dynamic investment portfolio firmly rooted in the burgeoning landscape of blockchain technology. With a strategic vision for innovation and growth, Octava has strategically diversified its holdings to encompass a range of blockchain-based assets, including cryptocurrencies, decentralized finance (DeFi) protocols, and blockchain …See details»