G
$15.2M Total AUM
$15.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-21-2008
- Office Locations
- 1
Office Locations
-- Houston TX
About Geoffry H. Oshman, CFP
Geoffry H. Oshman, CFP is a Houston-based RIA. The firm has been operating for 17 years. Managing $15.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$15.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GEOFFRY HILLEL OSHMAN
Investment Advisor, Owner
- CRD
- #4482815
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,162,812 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,162,812 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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