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OBS FINANCIAL
PERRYSBURG, OH
419-482-4500
SEC #801-65110Total AUM
$1.9B
Employees
29Clients
4,642Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6330 LEVIS COMMON BLVD
PERRYSBURG
OH 43551
United States
PERRYSBURG
OH 43551
United States
Operating Hours
8:00 AM - 5:00 PM (ET)
Monday - Friday
Monday - Friday
Phone
419-482-4500
Other Offices
3
Financials
Total AUM
$1.9B
Accounts
4,642Discretionary
$861M
Accounts
3,687Non-Discretionary
$1.1B
Accounts
955
Clients
Individual Clients
4,181AUM
$743.5M
HNW Individual Clients
91AUM
$183.6M
Banking Clients
19AUM
$696.6M
Pension/Profit Sharing Plan Clients
327AUM
$286.4M
Corporation or Business Clients
24AUM
$16.2M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.