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Building 2OSAIC ADVISORY SERVICES, LLC

Map pinATLANTA, GA
Phone866-580-8219
NotebookSEC #801-80075
Total AUM
$15.5B
Employees
2,180
Clients
29,903

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2300 WINDY RIDGE PARKWAY
SUITE 750
ATLANTA
GA 30339
United States
Operating Hours
9:00 AM - 5:00 PM EST
Monday - Friday
Phone
866-580-8219
Other Offices
200

ReceiptFinancials

Total AUM
$15.5B
Accounts
50,459
Discretionary
$15.2B
Accounts
49,560
Non-Discretionary
$327M
Accounts
899

ContactClients

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Individual Clients
25,761
AUM
$6.1B
HNW Individual Clients
3,755
AUM
$8.9B
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
70
AUM
$21.6M
Charitable Organization Clients
38
AUM
$63.2M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
274
AUM
$386.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ConvictionOther Regulator False Statement/DishonestySEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 17 other businesses.

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