Assets Under Management
$12.5B
Number of Clients
28,410
Number of Advisors
342
Average Client AUM
$439K
AUM per Advisor
$36.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Osaic Advisory Services offers investment management through advisory representatives in programs like Ally and Counsel, and third-party consulting services via the Partner program. They also provide financial planning, retirement plan consulting, and seminars. The firm manages discretionary and non-discretionary assets.
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339