OLIVER LUXXE ASSETS LLC of GLADSTONE, NJ is an SEC-registered investment adviser (CRD 169588). Regulatory assets under management: $981.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Investment cos.
| Name | Role | Location |
|---|---|---|
| Laura Lee Flanagan | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | — |
| Brad David Jacobson | PRINCIPAL & MANAGING MEMBER | — |
| Joseph Michael Sharma | PRINCIPAL & MEMBER | — |
| Joseph Conrad Trucano | DIRECTOR OF FINANCIAL PLANNING | — |
| Douglas Andrew Kamin | CHIEF COMPLIANCE OFFICER | — |
| JACOBSON MATT DAVID | CHIEF COMPLIANCE OFFICER AND PRINCIPAL; PRINCIPAL; PRINCIPAL & MANAGING MEMBER | — |
| STAFF MICHAEL THEODORE | MANAGING MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| LYNCH JOHN RICHARD | PRINCIPAL; PRINCIPAL & MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| JAFFE ALLISON GAIL | CHIEF COMPLIANCE OFFICER | — |
| SHARMA JOSEPH MICHAEL | CHIEF INVESTMENT OFFICER; PRINCIPAL & MEMBER | — |
| FLANAGAN LAURA LEE | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL; GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | — |
| TRUCANO JOSEPH CONRAD | DIRECTOR OF FINANCIAL PLANNING | — |