4040 Embassy Pkwy Suite 320
Akron, Ohio 44333
Tel: 330-664-9920
OELSCHLAGER INVESTMENTS, formally registered with the SEC as OELSCHLAGER INVESTMENTS. The firm was established in 11/07/2019. They have over 1 offices throughout the country.
OELSCHLAGER INVESTMENTS is a Akron, Ohio based Financial Planning firm with nearly $45,168,366 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 306035 |
SEC# | 801-117587 |
Assets Managed by Firm | $45,168,366 |
No. of Clients | 14 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 14 | $45,168,366 |
High net worth individuals | 12 | $13,812,902 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
Explore More Retirement Advisors in Akron, Ohio