Josiah Green is a registered investment advisor at Ooda Quantum Capital, LLC, based in Ames, IA. Josiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
OODA Quantum Capital charges performance-based fees for its discretionary portfolio management services, up to a maximum of 30% of net profits. These fees are calculated monthly and are payable in arrears, subject to a high-water mark ensuring previous losses are fully recovered before any new performance fee is charged.
Location
Ames, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ooda Quantum Capital, LLC
State Registrations1 state
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Exams
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