O
$104.2K Total AUM
$104.2K Disc. AUM
-- 3Y CAGR
2 Employees
3 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-30-2022
- Office Locations
- 2
Office Locations
206 E. Commerce Milford MI
-- Oakland MI
About Oikonomos Asset Management, LLC
Oikonomos Asset Management, LLC is a Oakland-based RIA with 2 offices. The firm has been operating for 3 years. Managing $104.2K in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers and SEI.
Team overview
-- AVG AGE
$52.1K AVG AUM / ADVISOR
$34.7K AVG AUM / CLIENT
3.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL VINCENT RECCHIA
Chief Compliance Officer, Principal
- CRD
- #5905606
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MICHAEL HERMAN LEBOWSKI
--
- CRD
- #7657748
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,167 | -- |
| Non-Discretionary | $0 | -- |
| Total | $104,167 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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