Osaic Services, Inc.
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 133763
- Registered since
- May 26, 2005
Firm profile
FINTRXOverview
Osaic Services, Inc. is organized as a corporation and has been SEC-registered since 2005. FINTRX classifies the entity as unclassified and indicates ownership at the domestic-entity and individual level. The snapshot flags the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm did not provide descriptive detail about its advisory activities, client segments, or fee model in the supplied data.
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 Funds48%
- Exchange Traded Equities42%
- Cash & Cash Equivalents7%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 4
James Price
Chief Executive OfficerCRD 1243224

Scott Seiffert
Chief Accounting OfficerCRD 5332544
Daniel Mcgarrigle
Chief Anti-Money Laundering OfficerCRD 6006371
Contacts
3 of 17
William Feiler
Senior Vice PresidentCRD 2231688

Christopher Elardo
Production Support AnalystCRD 5159851

Leslie Ayers
Senior Vice PresidentCRD 4127168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 18700 N Hayden Rd
- Time zone
- MT (UTC-7)
- Office locations
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