10 Exchange Place
Suite 1410
Jersey City, New Jersey 7302
Tel: 800-821-5100 EXT. 5389
OSAIC WEALTH, INC, formally registered with the SEC as OSAIC WEALTH, INC. The firm was established in 09/10/1997. They have over 1010 offices throughout the country.
OSAIC WEALTH, INC. is a Jersey City, New Jersey based Financial Planning firm with nearly $29,536,149,674 assets under management, offering retirement planning & investment advisory services to 149233 clients. The firm is staffed with 3704 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 23131 |
SEC# | 801-54859 |
Assets Managed by Firm | $29,536,149,674 |
No. of Clients | 149233 |
No. of Advisors | 3704 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 149233 | $29,536,149,674 |
Individuals (other than high net worth individuals) | 90484 | $16,749,107,977 |
High net worth individuals | 11515 | $11,843,931,554 |
Pension and profit sharing plans | 278 | $185,211,604 |
Charitable organizations | 191 | $180,410,234 |
Corporations or other businesses | 605 | $577,029,732 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$983,853,862,895 | 874 | 1658 | |
$600,808,847,012 | 1077471 | 13059 | |
$576,264,919,539 | 1736317 | 64 | |
$481,198,610,149 | 588 | 1081 | |
$402,869,110,523 | 44867 | 1157 |
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