Overview
Assets Under Management: $163 million
Headquarters: LOS GATOS, CA
High-Net-Worth Clients: 105
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.06
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 309
Discretionary Accounts: 309
Regulatory Filings
CRD Number: 115479
Last Filing Date: 2025-01-13 00:00:00
Website: https://osaicwealth.com