Osage Pacific Advisors, Inc.

RIASEC Registered
Total AUM
$3.2M
Discretionary
$0
0% of AUM
Avg account
$1.1M
Accounts
3
Employees
1
Advisory reps
3

Firm details

Headquarters
Laguna Hills, California
CRD number
284257
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans79.13%
  • Individuals20.87%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Osage Pacific Advisors, Inc. is an independent, individually owned registered investment adviser organized as a corporation. The firm provides portfolio management for individuals and small businesses and lists pension consulting services among its advisory activities. It charges clients based on a percentage of assets under management. Regulatory and strategy notes in the filing indicate the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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