Oliphant Financial, LLC

Santa Fe, NM

New Mexico

Registered In

05/24/2006

Incorp. Date

Foreign

Registration Type

Florida

Foreign Jurisdiction

Company Summary

Oliphant Financial, LLC at 1012 Marquez Pl STE 106b, Santa Fe, Nm 87505 lists Morris, Charles Henry Oliphant and Morris, Marilee Ann as associates.

Overview

Registered In

New Mexico

Incorporation Date

05/24/2006

Company Type

Foreign Limited Liability Company

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Florida

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People

Urs Agents Inc. Registered Agent	1012 MARQUEZ PL STE 106B, SANTA FE, NM 87505
Morris, Charles Henry Oliphant Manager
Morris, Marilee Ann Manager
Morris, Robert A. Manager

Map & Locations

1012 MARQUEZ PL STE 106B, SANTA FE, NM 87505 View Map
1800 SECOND ST STE 972, SARASOTA, FL 34236 (Mailing) View Map

Financials

Financial Information for Oliphant Financial, LLC

Form 5500

OLIPHANT FINANCIAL LLC

1800 2nd ST STE 603, Sarasota, FL 34236 (941) 256-9002 EIN:20-3932975 Plan Admin:Jeremy Croteau

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameOLIPHANT FINANCIAL LLC Plan #001 Participants BOY/EOY42 / 40 Assets BOY/EOY$447,068 / $363,549	2022	OLIPHANT FINANCIAL LLC - Plan #001	42 / 40	$447,068 / $363,549
2020	Plan NameOLIPHANT FINANCIAL, LLC - 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY59 / 42 Assets BOY/EOY$722,826 / $404,161	2020	OLIPHANT FINANCIAL, LLC - 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	59 / 42	$722,826 / $404,161
2019	Plan NameOLIPHANT FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY59 / 57 Assets BOY/EOY$584,709 / $722,826	2019	OLIPHANT FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	59 / 57	$584,709 / $722,826

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:

Oliphant Financial, LLC Registered in West Virginia	Sarasota, FL Charleston, WV	View Report
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Address Match:1012 Marquez Pl Santa Fe, NM

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Sources

The following government agencies have contributed data:

• New Mexico Secretary of State • U.S. Department of Labor