Overview
Assets Under Management: $269 million
Headquarters: JACKSON, MS
High-Net-Worth Clients: 44
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.90
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 469
Discretionary Accounts: 468
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 105878
Last Filing Date: 2025-02-03 00:00:00
Website: https://ofspm.com