Anthony William Hosfeld

Osaic Advisory Services, LLC

22 Years of Experience

6 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & Coaching

Osaic Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

342 advisors

Number of Clients

28,410 clients

Average Client Portfolio

$439K average

Assets Under Management

$12.5B

Fee Structure

Minimum Investment:None

Location

2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339

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History

Regulatory History (6)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

December 2019

Pending

Judgment / Lien

June 2018

Customer Dispute

May 2016

Settled

Customer Dispute

September 2006

Closed-No Action

Criminal

August 1980

Final Disposition

Criminal

April 1972

Final Disposition

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Other Business Activities

Anthony is the owner of William and Wade Wealth, LLC, working as an investment advisor, dedicating about a quarter of his time. He also works as an investment advisor for Advocacy Wealth Management, spending about 10-20% of his time there.