Overview
Assets Under Management: $4.5 billion
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 36
Average Client Assets: $1.7 million
Frequently Asked Questions
OSAIC FS, INC. 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 #3870), OSAIC FS, INC. is subject to fiduciary duty under federal law.
OSAIC FS, INC. is headquartered in FORT WAYNE, IN.
OSAIC FS, INC. serves 36 high-net-worth clients according to their SEC filing dated November 18, 2024. View client details ↓
According to their SEC Form ADV, OSAIC FS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
OSAIC FS, INC. manages $4.5 billion in client assets according to their SEC filing dated November 18, 2024.
According to their SEC Form ADV, OSAIC FS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.36%
Average Client Assets: $1.7 million
Total Client Accounts: 21,454
Discretionary Accounts: 3,636
Non-Discretionary Accounts: 17,818
Regulatory Filings
CRD Number: 3870
Filing ID: 1914194
Last Filing Date: 2024-11-18 16:07:00