OELSCHLAGER INVESTMENTS

4040 Embassy Pkwy Suite 320
Akron, Ohio 44333
Tel: 330-664-9920

About OELSCHLAGER INVESTMENTS

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 $51,998,397 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306035
SEC#	801-117587
Assets Managed by Firm	$51,998,397
No. of Clients	20
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$51,998,397
High net worth individuals	18	$16,011,513

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