Overview
Assets Under Management: $136 million
Headquarters: SMITHTOWN, NY
High-Net-Worth Clients: 141
Average Client Assets: $734,836
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.01
Average High-Net-Worth Client Assets: $734,836
Total Client Accounts: 292
Discretionary Accounts: 292
Regulatory Filings
CRD Number: 328629
Last Filing Date: 2024-11-14 00:00:00
Website: https://osaicwealth.com