O'shaughnessy Asset Management, LLC
O'shaughnessy Asset Management, LLC (CRD# 144594) is a financial advisory firm headquartered in Stamford, CT. They manage $7,983,580,249 in 4,197 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management7,984MILLION
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Total Number of Accounts4,197ACCOUNTS
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Average Account Value$1,902,211
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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
Emily Sgammato (CRD# 6264705) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Kristopher Smith (CRD# 4347963) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 23 years of experience in the finance industry.
Anthony Vollmer (CRD# 5170805) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 16 years of experience in the finance industry.
Haoqi Zhang (CRD# 7624675) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.