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Oui Financial

EST. AUM
$127,435,763

CONTACTS
2

CLIENT ACCOUNTS
648

Firm Details

Metro area San Francisco
CRD Number 298549
Website ouifinancial.com
Client types

Overview

Oui Financial is a financial advisory firm that provides investment and wealth management services to French nationals living in the United States. The firm assists clients with financial, tax, and legal matters related to managing assets in both countries. Services are offered in French and English and are structured to address cross-border financial planning requirements.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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