OAR Financial
Firm details
- Headquarters
- Bryn Mawr, Pennsylvania
- CRD number
- 158989
- Registered since
- October 14, 2011
- Website
- palladiem.com
- Custodians
- FIRST CLEARING, LLC
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations89.75%
- HNWI6.01%
- Corporations / Businesses2.76%
- State / Municipal Government1.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
OAR Financial is an SEC-registered limited liability company that has been operating since 2011. It provides advisory services on a percentage-of-AUM fee basis and serves both individual/family clients and institutional clients. The firm’s advisory scope centers on portfolio management for individuals and small businesses as well as for businesses and institutions. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Donald Robinson
CEO and Chief Investment OfficerCRD 4524823
Jessica Roeper
Chief Compliance OfficerCRD 5900014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$104M in ETFs
81%
$84.7M
10%
$19.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $10.2M | 13,725 | 9.81% |
Location
Bryn Mawr, PA
Delaware
Location
Bryn Mawr, PA
Headquartered in Bryn Mawr, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 1 Town Pl
- Time zone
- ET (UTC-5)
- Office locations
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