Osaic Wealth, Inc.
Osaic Wealth, Inc. (CRD# 23131) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $94,557,613,744 in 437,201 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management94,558MILLION
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Kevin Anderson (CRD# 5019300) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jersey City, NJ and has over 17 years of experience in the finance industry.
Matthew Anderson (CRD# 6324829) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 9 years of experience in the finance industry.
Mitchell Anderson (CRD# 5679688) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Faribault, MN and has over 14 years of experience in the finance industry.
Nancy Anderson (CRD# 1832455) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hillsborough, NC and has over 35 years of experience in the finance industry.
Nathan Anderson (CRD# 5260534) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mckinney, TX and has over 14 years of experience in the finance industry.
Peter Anderson (CRD# 1577547) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Arden Hills, MN and has over 37 years of experience in the finance industry.
Phillip Anderson (CRD# 1498354) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Saint Louis Park, MN and has over 38 years of experience in the finance industry.
Robert Anderson (CRD# 1084751) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sacramento, CA and has over 40 years of experience in the finance industry.
Scott Anderson (CRD# 2205635) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cedar Rapids, IA and has over 30 years of experience in the finance industry.
Theresa Anderson (CRD# 1389596) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jersey City, NJ and has over 37 years of experience in the finance industry.