Overview
Assets Under Management: $703 million
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 356
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 356
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,628
Discretionary Accounts: 1,617
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 109993
Last Filing Date: 2024-08-12 00:00:00
Website: https://oarsman.net