18700 N. Hayden Road
Suite 255
Scottsdale, Arizona 85255
Tel: 800-821-5100
OSAIC WEALTH, INC, formally registered with the SEC as OSAIC WEALTH, INC. The firm was established in 09/10/1997. They have over 1671 offices throughout the country.
OSAIC WEALTH, INC. is a Scottsdale, Arizona based Financial Planning firm with nearly $94,557,613,744 assets under management, offering retirement planning & investment advisory services to 437201 clients. The firm is staffed with 6838 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 23131 |
SEC# | 801-54859 |
Assets Managed by Firm | $94,557,613,744 |
No. of Clients | 437201 |
No. of Advisors | 6838 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 437201 | $94,557,613,744 |
Individuals (other than high net worth individuals) | 290711 | $56,424,762,975 |
High net worth individuals | 19100 | $34,855,301,896 |
Pension and profit sharing plans | 4401 | $639,947,698 |
Charitable organizations | 669 | $568,324,425 |
Corporations or other businesses | 1852 | $2,053,900,309 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
$6,709,525,290 | 48764 | 240 |
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