Osage Pacific Advisors, Inc.
Firm details
- Headquarters
- Laguna Hills, California
- CRD number
- 284257
- Website
- osagepacific.com
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans79.13%
- Individuals20.87%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Osage Pacific Advisors, Inc. is a small, privately held advisory firm that serves both individual/family and institutional clients. The firm is organized as a corporation with individual ownership and charges clients based on a percentage of assets under management. Its stated advisory activities include portfolio management for individuals and small businesses as well as pension consulting services. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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 Funds79%
- Exchange Traded Equities14%
- Cash & Cash Equivalents7%
Contacts
3 of 3Phillip Vigil
PresidentCRD 2693782
Reva Sanchez
Solicitor - Tax LawCRD 7023545
Robert Hicks
AdministrativeCRD 846347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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