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OSAIC WEALTH, INC.

10 Exchange Place
Suite 1410
Jersey City, New Jersey 7302
Tel: 800-821-5100 EXT. 5389

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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#23131
SEC#801-54859
Assets Managed by Firm$29,536,149,674
No. of Clients149233
No. of Advisors3704

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total149233$29,536,149,674
Individuals (other than high net worth individuals)90484$16,749,107,977
High net worth individuals11515$11,843,931,554
Pension and profit sharing plans278$185,211,604
Charitable organizations191$180,410,234
Corporations or other businesses605$577,029,732

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