OSAIC WEALTH, INC.

18700 N. Hayden Road
Suite 255
Scottsdale, Arizona 85255
Tel: 800-821-5100

About OSAIC WEALTH, INC.

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	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

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