OSAGE PACIFIC ADVISORS, INC.

RIASEC Registered
Total AUM
$2.6M
Discretionary
$900K
35% of AUM
Avg account
$426K
Accounts
6
Employees
1
Advisory reps
3

Firm details

Headquarters
LAGUNA HILLS, California
CRD number
284257
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans64.83%
  • Individuals35.17%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Osage Pacific Advisors, Inc. operates as a corporation focused on providing investment advisory services primarily to individuals, families, and institutional clients. The firm specializes in portfolio management and pension consulting, emphasizing a personalized approach to wealth management. With a fee structure based on a percentage of assets under management, Osage Pacific Advisors maintains a client-centric philosophy, tailoring investment strategies to meet the unique needs of its clients. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 14%, Cash & Cash Equivalents 7%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents7%

Contacts

3 of 3
  • PHILLIP VIGIL

    PresidentCRD 2693782

  • Reva Sanchez

    Solicitor - Tax LawCRD 7023545

  • ROBERT HICKS

    AdministrativeCRD 846347

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

LAGUNA HILLS, CA

ORANGE

Location

LAGUNA HILLS, CA

Headquartered in LAGUNA HILLS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
23272 Mill Creek Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth