| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Michelle Jaffe Control | President | 50-75% | 2022 |
| Jeffrey Richard Waters Control | President; Chief Compliance Officer; Chief Investment Officer | 50-75% | 2005 |
Ofc Financial Planning, LLC reports $153 million in regulatory assets under management on its Form ADV.
Ofc Financial Planning, LLC reports 2 employees.
Ofc Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 973-258-1007 |
| Fax | 973-215-2117 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $153M |
| Non-discretionary | $0 |
| Total (RAUM) | $153M |