Overview
Assets Under Management: $300 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 930
Discretionary Accounts: 808
Non-Discretionary Accounts: 122
Regulatory Filings
CRD Number: 299575
Last Filing Date: 2024-03-30 00:00:00
Website: https://oysterllc.com