O ASSET MANAGEMENT LLC
Total AUM
$76.2M
Employees
11Clients
3Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
25 PARCE AVENUE
FAIRPORT
NY 14450
United States
FAIRPORT
NY 14450
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
585 313 5978
Financials
Total AUM
$76.2M
Accounts
3Discretionary
$76.2M
Accounts
3Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
1AUM
$53.2M
Pooled Vehicle Clients
2AUM
$23M
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.