OHIGGINS ASSET MANAGEMENT INC
Total AUM
$194.8M
Employees
3Clients
49Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT/VARIABLE
BY APPOINTMENT/VARIABLE
BY APPOINTMENT/VARIABLE
Phone
305-861-1883
Financials
Total AUM
$194.8M
Accounts
49Discretionary
$83.6M
Accounts
48Non-Discretionary
$111.3M
Accounts
1
Clients
Individual Clients
29AUM
$4.6M
HNW Individual Clients
13AUM
$10.5M
Charitable Organization Clients
1AUM
$111.3M
Corporation or Business Clients
6AUM
$68.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FLNY
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.