Osaic Services, Inc.

Overview

Osaic Services, Inc. is a corporate SEC-registered adviser (registered in 2005). Public filings identify ownership as a combination of a domestic entity and individual ownership. The firm's regulatory profile is labeled “unclassified” and several practice attributes are marked negative: it does not identify as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. The snapshot provides limited detail on client segmentation or fee models.

Assets & Accounts

Investments & Alternatives

Location & Offices