Assets Under Management
$4.0B
Number of Clients
7,211
Number of Advisors
546
Average Client AUM
$558K
AUM per Advisor
$7.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Osaic Institutions offers customized advisory engagements, financial planning, consulting, and ERISA plan services. Advisory services are provided through IARs who may also be registered as broker-dealer representatives. The firm also offers wrap fee programs and access to alternative investments.
538 Preston Avenue, Meriden, CT, 06450-4858