Ostrom & Associates
RIAState Registered
Total AUM
$8.5M
Discretionary
$8.5M
100% of AUM
Avg account
$405K
Accounts
21
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 121305
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals76.47%
- HNWI23.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ostrom & Associates operates as an independent registered investment advisor, primarily focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a sole proprietorship and is owned by an individual. It does not engage in capital allocation or serve as a pension consultant, which positions it uniquely within the wealth management landscape. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
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 Funds63%
- Exchange Traded Equities19%
- Cash & Cash Equivalents15%
- Other3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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