Oleg Katrikh
Oleg Katrikh is a registered investment advisor at Blackridge Asset Management, LLC, based in Burbank, CA, with 29 years of industry experience. Oleg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
Location
303 N. Glenoak Blvd, Suite 200, Burbank, CA, 91502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Oleg is an investment advisor at Blackridge Asset Management, dedicating full-time hours to this role. He also owns residential rentals, works as a notary public (minimal time commitment), is the President of RBC Insurance Agency selling life insurance and annuities, and is the Executive Director of Operations at Retirement Benefits Consulting, LLC.
Employment History
Current Registrations
Peak Brokerage Services, LLCBroker
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Previous Registrations
Gold Coast Securities, INC.
Gold Coast Securities, INC.Broker
Nebs Financial Services, INC.Broker
Independent Capital Management
Sunamerica Securities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.