Osaic Services, Inc.
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 133763
- Registered since
- May 26, 2005
Firm profile
FINTRXOverview
Osaic Services, Inc. is a corporation registered with the SEC since 2005 that provides advisory services within a corporate ownership structure. The firm is not identified as a capital allocator and is listed as not actively investing with an ESG focus. The dataset does not include details on specific business lines, fee schedules, or a stated client demographic, but the firm operates as a registered adviser with a mix of discretionary and non-discretionary assets.
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
Similar firms
United Planners' Financial Services Of America A Limited Partner
Broker-DealerScottsdale, AZ
Martinwolf
Broker-DealerScottsdale, AZ
M. S. Howells & Co
Broker-DealerScottsdale, AZ
Integrity Capital, LLC
Broker-DealerScottsdale, AZ
BFP Securities, LLC
Broker-DealerScottsdale, AZ
Scottsdale Capital Advisors Corporation
Broker-DealerScottsdale, AZ