Overview
Assets Under Management: $1.9 billion
Headquarters: PERRYSBURG, OH
High-Net-Worth Clients: 49
Average Client Assets: $2.6 million
Frequently Asked Questions
OBS FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138615), OBS FINANCIAL is subject to fiduciary duty under federal law.
OBS FINANCIAL is headquartered in PERRYSBURG, OH.
OBS FINANCIAL serves 49 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, OBS FINANCIAL offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OBS FINANCIAL manages $1.9 billion in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, OBS FINANCIAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.58%
Average Client Assets: $2.6 million
Total Client Accounts: 5,194
Discretionary Accounts: 4,576
Non-Discretionary Accounts: 618
Regulatory Filings
CRD Number: 138615
Filing ID: 1175973
Last Filing Date: 2018-03-26 15:52:00