Oikonomos Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 322120
- Website
- oikonomos.us
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oikonomos Asset Management, LLC is an independently owned RIA organized as an LLC and registered in Michigan. The firm serves individual and family clients, offering financial planning and discretionary portfolio management geared toward individuals and small businesses. Its business footprint includes related activities in real estate brokerage and accounting, which align with the firm’s allocation into real estate investments. Fees are charged as a percentage of assets under management and via fixed-fee arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds35%
- Cash & Cash Equivalents35%
- Exchange Traded Equities30%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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