DO
DO
David Ogden
26 Years of Experience
Chagrin Falls, OH
1 Disclosure
David Ogden is a registered investment advisor at Ogden Asset Management, LLC, based in Chagrin Falls, OH, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4 clients with $4.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Ogden Asset Management typically charges a fee based on a percentage of the value of your portfolio. Clients can also arrange to pay a set fee each quarter. The fees are negotiable.
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Location
Chagrin Falls, OH
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Regulatory History (1)
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Regulatory
December 2025Pending
Employment History
Current Registrations
Ogden Asset Management, LLC
October 2004 - Present · 21 yrs 6 mos
Previous Registrations
Lincoln Financial Advisors Corporation
September 2003 - December 2004 · 1 yr 3 mos
Citigroup Global Markets INC.
January 2000 - September 2003 · 3 yrs 8 mos
State Registrations1 state
OH
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.