Onus Observer LLC
RIASEC Registered
Total AUM
$35.4K
Discretionary
$35.4K
100% of AUM
Avg account
$17.7K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 312663
- Website
- www.onusobserver.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Onus Observer LLC is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm serves individual and family clients and focuses on financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-assets, hourly charges, and fixed fees. Onus Observer does not identify as an active ESG investor, is not a multi-state adviser, and is not organized as a capital allocator or pension consultant.
Assets & Accounts
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
- US Government Bonds87%
- Cash & Cash Equivalents13%
Contacts
1 of 1
Zahid Jafry
FounderCRD 6883557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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