Oley Kinser Concierge Wealth, LLC

Company Summary

Oley Kinser Concierge Wealth, LLC at 24301 Walden Center Dr STE 103, Bonita Springs, FL 34134 lists Kinser Ryan E and Oley Brett C of Bonita Springs, FL.

Overview

Registered In
Florida
Incorporation Date
Company Type
Florida Limited Liability Co.
Status
Active
Registration Type
Domestic
EIN
83-0539325
Email
**********@raymondjames.com
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People

Oley Kinser Concierge Wealth, Llc Registered Agent
24301 WALDEN CENTER DR, BONITA SPRINGS, FL 34134 (View Past Addresses)
Kinser Ryan E Manager
24301 WALDEN CENTER DR, BONITA SPRINGS, FL 34134 (View Past Addresses)
Oley Brett C Manager
24301 WALDEN CENTER DR, BONITA SPRINGS, FL 34134 (View Past Addresses)

Map & Locations

24301 WALDEN CENTER DR STE 103, BONITA SPRINGS, FL 34134 View Map
Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Oley Kinser Concierge Wealth, LLC

Form 5500

OLEY KINSER CONCIERGE WEALTH, LLC

1400 Gulf Shore Blvd. N, Ste. 130, Naples, FL 34102 (239) 778-1780 EIN:83-0539325 Plan Admin:Brett Oley
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameOLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$841,292 / $756,741 2022 OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN - Plan #001 5 / 6 $841,292 / $756,741
2021 Plan NameOLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$626,236 / $841,292 2021 OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN - Plan #001 4 / 5 $626,236 / $841,292
2020 Plan NameOLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$588,763 / $626,236 2020 OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN - Plan #001 4 / 4 $588,763 / $626,236
2019 Plan NameOLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$419,979 / $588,763 2019 OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN - Plan #001 3 / 4 $419,979 / $588,763
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:24301 Walden Center Dr Ste 103 Bonita Springs, FL
Kinser Concierge Wealth, LLC Registered in Florida
Bonita Springs, FL Naples, FL View Report
Oley Concierge Wealth, LLC Registered in Florida
Bonita Springs, FL Naples, FL View Report
Address Match:24301 Walden Center Dr Bonita Springs, FL
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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor
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