Overview
Assets Under Management: $246 million
Headquarters: MECHANICSBURG, PA
High-Net-Worth Clients: 61
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.09
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,322
Discretionary Accounts: 1,285
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 144958
Filing ID: 1995675
Last Filing Date: 2025-06-04 09:37:00
Website: https://osaicwealth.com