Overview
Assets Under Management: $52 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 2
Average Client Assets: $26.0 million
Frequently Asked Questions
OSSIA IM 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 #329936), OSSIA IM is subject to fiduciary duty under federal law.
OSSIA IM is headquartered in MIAMI, FL.
OSSIA IM serves 2 high-net-worth clients according to their SEC filing dated October 18, 2024. View client details ↓
According to their SEC Form ADV, OSSIA IM offers portfolio management for individuals and selection of other advisors. View all service details ↓
OSSIA IM manages $52 million in client assets according to their SEC filing dated October 18, 2024.
According to their SEC Form ADV, OSSIA IM serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $26.0 million
Total Client Accounts: 22
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 329936
Filing ID: 1908126
Last Filing Date: 2024-10-18 10:48:00