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OELSCHLAGER INVESTMENTS

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

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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 $45,168,366 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306035
SEC# 801-117587
Assets Managed by Firm $45,168,366
No. of Clients 14
No. of Advisors 4

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment

Firm Client Information

No. of ClientsAUM
Firm Total14$45,168,366
High net worth individuals12$13,812,902
Inquire with OELSCHLAGER INVESTMENTS

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