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 |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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