O'SHAUGHNESSY ASSET MANAGEMENT, LLC

100 First Stamford Place
Stamford, Connecticut 06902
Tel: 203-975-3333

About O'SHAUGHNESSY ASSET MANAGEMENT, LLC

O'SHAUGHNESSY ASSET MANAGEMENT, LLC, formally registered with the SEC as O'SHAUGHNESSY ASSET MANAGEMENT, LLC. The firm was established in 07/25/2007. They have over 1 offices throughout the country.

O'SHAUGHNESSY ASSET MANAGEMENT, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $12,599,503,777 assets under management, offering retirement planning & investment advisory services to 6791 clients. The firm is staffed with 81 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144594
SEC#	801-68177
Assets Managed by Firm	$12,599,503,777
No. of Clients	6791
No. of Advisors	81

Fee Structure

A percentage of AUM
Performance Based
Other (ASSETS UNDER ADVISEMENT (FOR UMA))

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	6791	$12,599,503,777
High net worth individuals	6368	$9,149,780,666
Pension and profit sharing plans	18	$62,082,258
Charitable organizations	40	$207,450,700
Corporations or other businesses	344	$1,588,594,555

More Retirement Planning firms in Stamford, Connecticut:

Firm Name	Assets Under Management	Total Clients	Total Advisors
POINT72 ASSET MANAGEMENT, L.P. 72 Cummings Point Road Stamford, CT, 06902-7912	$172,101,281,944	15	2872
BRIDGEWATER ASSOCIATES, LP One Nyala Farms Road Westport, CT, 06880	$171,751,270,410	133	1196
AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza Suite 130, 3rd Floor Greenwich, CT, 06830	$132,541,536,421	294	573
HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza Hartford, CT, 06155	$110,207,824,026	170	296
VERITION FUND MANAGEMENT LLC One American Lane Greenwich, CT, 06831-9998	$107,251,821,000	4	524

Explore More Retirement Advisors in Stamford, Connecticut

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.